Rory Macdonald, financial advisor Santa Barbara CA
89 score

Rory Macdonald

CRD Number: 5575478
Current Firm: Mission Wealth Management, LLC

Rory Macdonald (CRD# 5575478) is an Investment Advisor Representative working at Mission Wealth Management, LLC in Santa Barbara, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mission Wealth Management Santa Barbara, CA Feb 2012 - Current 4
Unemployed Dana Point, CA Aug 2011 - Feb 2012 < 1
Ucsb Aquatics Santa Barbara, CA Jun 2011 - Aug 2011 < 1
Full Time Education Santa Barbara, CA Aug 2010 - Jun 2011 < 1
Ucsb Aquatics Santa Barbara, CA Jun 2010 - Aug 2010 < 1
Full Time Education Santa Barbara, CA Sep 2009 - Jun 2010 < 1
Merrill Lynch Newport Beach, CA Jun 2009 - Sep 2009 < 1
Full Time Education Santa Barbara, CA Sep 2008 - Jun 2009 < 1
Merrill Lynch Newport Beach, CA Jun 2008 - Sep 2008 < 1
Full Time Education Santa Barbara, CA Sep 2007 - Jun 2008 < 1
City Of Laguna Beach Laguna Beach, CA Jun 2007 - Sep 2007 < 1
Full Time Education Dana Point, CA Sep 2006 - Jun 2007 < 1
City Of Laguna Beach Laguna Beach, CA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Rory M. Macdonald
Phone Number: 805-882-2360
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,232
    MILLIONS
  • Total Number of Accounts
    3,502
    ACCOUNTS
  • Average Account Value
    $351,698
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, FL, HI, NY, OR, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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