Rory McDonald, financial advisor Mount Pleasant TX

Rory McDonald

CRD Number: 4845464
Current Firm: Monticello Financial Advisors

Rory McDonald (CRD# 4845464) is an Investment Advisor Representative working at Monticello Financial Advisors in Mount Pleasant, TX and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Monticello Financial Advisors, LLC Mount Pleasant, TX Mar 2023 - Current 1
Aksys Mt. Pleasant, TX Jan 2017 - Current 7
Prosperity Wealth Management Inc. San Ramon, CA Jul 2018 - Mar 2023 4
Capital Investment Group, Inc. Raleigh, NC Sep 2014 - Jun 2018 3
Hightower Financial Mt Pleasant, TX Feb 2008 - Dec 2016 8
Wfg Investments, Inc. Mt. Pleasant, TX Feb 2011 - Sep 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S65 NASAA Investment Advisors Law Examination Jul 2018
Contact Info for Rory P. McDonald
Phone Number: 903-573-7979
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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