Touchstone McDonaldCRD 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 15 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Oakwell Private Wealth Management||San Antonio, TX||Jul 2016 - Current||1|
|Lpl Financial Corporation||San Antonio, TX||Sep 2009 - Current||8|
|Strategic Financial Concepts, LLC||Austin, TX||Apr 2007 - Current||10|
|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|
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
Total Assets Under Management117MILLIONS
Total Number of Accounts1,063ACCOUNTS
Average Account Value$110,352
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, CA, FL, LA, MT, NM, OK, TX, UT
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