Ross McDonald, financial advisor Salina KS
93 score

Ross McDonald

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Ross P. McDonald
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AR
  • IL
  • KS
  • LA
  • MO
  • NE
  • WY
  • CO
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    19,057
    MILLIONS
  • Total Number of Accounts
    153,035
    ACCOUNTS
  • Average Account Value
    $124,526
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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