Mcdonald & Company LLC

Mcdonald & Company LLC (CRD# 168445) is a financial advisory firm headquartered in Memphis, TN. They manage $12,016,571 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Mcdonald & Company LLC
Showing 1 - 1 of 1 top financial advisors.
David G. McDonald
CRD#: 2005717
6000 Poplar Ave., Suite 250, Memphis, TN 38119

David McDonald (CRD# 2005717) is an Investment Advisor Representative working at Mcdonald & Company LLC in Memphis, TN and has over 26 years of experience in the finance industry. David McDonald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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