Frederick McDonald, financial advisor Beverly MA

Frederick McDonald

CRD Number: 5135064
Current Firm: Us Advisory Group

Frederick McDonald (CRD# 5135064) is an Investment Advisor Representative working at Us Advisory Group in Beverly, MA and has over 14 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Lpl Financial, LLC Beverly, MA Jun 2022 - Current 1
Us Advisory Group Wakefield, MA Mar 2013 - Current 11
Private Client Services Louisville, KY Feb 2016 - Apr 2022 6
Transamerica Financial Advisors, Inc. Wakefield, MA Mar 2013 - Feb 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Frederick V. McDonald
Phone Number: 781-246-0222
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    49
    MILLIONS
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $299,809
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

MA

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