Ross McDonaldCRD Number: 5544330
Current Firm: Waddell & Reed
Ross McDonald (CRD# 5544330) is an Investment Advisor Representative working at Waddell & Reed in Salina, KS and has over 9 years of experience in the finance industry.
Mwa Financial Services, Inc.
United Capital Management Of Kansas, Inc.
Waddell & Reed
|Various Insurance Carriers For W & R Insurance Agencies||Manhattan, KS||Jul 2008 - Current||9|
|Waddell And Reed, Inc.||Manhattan, KS||Jun 2008 - Current||9|
|Unemployed||Manhattan, KS||May 2008 - Jun 2008||< 1|
|Ksu||Manhattan, KS||Aug 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY