David McDonald (CRD# 3133864) is an Investment Advisor Representative working at Mfg Capital, Inc. in Trenton, MI and has over 25 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 6107473
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Mfg Capital, Inc. | Trenton, MI | Jan 2018 - Current | 6 |
Mcdonald Financial Group | Trenton, MI | Dec 2013 - Current | 10 |
Mcdonald Financial Group | Trenton, MI | Dec 2013 - Mar 2018 | 4 |
Foresters Equity Services, Inc. | Livonia, MI | Jan 2015 - Jan 2018 | 3 |
Mcdonald Retirement Services | Trenton, MI | Aug 2010 - Jan 2018 | 7 |
Foresters Equity Services, Inc. | Livonia, MI | Sep 2007 - Jan 2018 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1998 |
S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- MI
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts201ACCOUNTS
-
Average Account Value$168,159
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MI
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