Matthew McDonald, financial advisor Westlake TX

Matthew McDonald

CRD Number: 6745042
Current Firm: Charles Schwab & Company, Inc.

Matthew McDonald (CRD# 6745042) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Westlake, TX May 2020 - Current 1
Charles Schwab & Company, Inc. Westlake, TX Jun 2018 - Current 3
Fidelity Brokerage Services LLC Westlake, TX Jan 2017 - May 2018 1
University Of Texas At Arlington - Mavexpress Office Arlington, TX Jun 2014 - Dec 2016 2
University Of Texas At Arlington Arlington, TX Aug 2012 - Dec 2016 4
Army & Airforce Exchange Service Dallas, TX Jun 2015 - Aug 2015 < 1
Joe's Crab Shack Arlington, TX Nov 2013 - Jun 2014 < 1
Lone Star Safety & Supply Dallas, TX Jun 2010 - Aug 2013 3
Midlothian High School Midlothian, TX Aug 1999 - Aug 2012 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Matthew P. McDonald
Phone Number: 415-667-7000
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
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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