Touchstone McDonald, financial advisor San Antonio TX
83 score

Touchstone McDonald

CRD Number: 4502661
Current Firm: Strategic Financial Concepts, LLC

Touchstone McDonald (CRD# 4502661) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in San Antonio, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Oakwell Private Wealth Management San Antonio, TX Jul 2016 - Current < 1
Lpl Financial Corporation San Antonio, TX Sep 2009 - Current 7
Strategic Financial Concepts, LLC Austin, TX Apr 2007 - Current 9
Mutual Service Corporation San Antonio, TX Oct 2008 - Sep 2009 < 1
American General Securities Incorporated San Antonio, TX Oct 2002 - Oct 2008 6
Aig American General Life Insurance Company San Antonio, TX Oct 2002 - Oct 2008 6
Sutterfield Financial Group, Inc. Bartlesville, OK Jan 2006 - Feb 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Oct 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Touchstone K. McDonald
Phone Number: 210-737-7800
Firm Website:
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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