Rory McDonald, financial advisor San Ramon CA

Rory McDonald

CRD Number: 4845464
Current Firm: Prosperity Wealth Management, Inc.

Rory McDonald (CRD# 4845464) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 16 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Prosperity Wealth Management Inc. San Ramon, CA Jul 2018 - Current 3
Aksys Mt. Pleasant, TX Jan 2017 - Current 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: 925-791-4444
Firm Website: https://rhsc.com/
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    1,056
    ACCOUNTS
  • Average Account Value
    $168,024
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA

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