David McDonald (CRD# 5002629) is an Investment Advisor Representative working at Eagle Strategies LLC in Willows, CA and has over 18 years of experience in the finance industry.
CRD# 6820956
Edward Jones
CRD# 1084751
Securities America Advisors, Inc.
CRD# 2704740
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Stockton, CA | May 2016 - Current | 7 |
| Nylife Securities LLC | Stockton, CA | Apr 2016 - Current | 8 |
| New York Life Ins Co | Stockton, CA | Apr 2016 - Current | 8 |
| Wells Fargo Advisors LLC | Chico, CA | Jan 2011 - Apr 2016 | 5 |
| Wells Fargo Bank, N.a. | Chico, CA | Apr 2005 - Apr 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
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