Timothy J Mcdonald Cpa Cfp

Timothy J Mcdonald Cpa Cfp (CRD# 125211) is a financial advisory firm headquartered in Lake Barrington, IL. They manage $5,300,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
22285 Pepper Rd #305, Lake Barrington, IL 60010
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $311,765
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Timothy J Mcdonald Cpa Cfp
Showing 1 - 1 of 1 top financial advisors.
1
Timothy McDonald, financial advisor Lake Barrington IL
Timothy J. McDonald
CRD#: 2192967
22285 Pepper Rd #305, Lake Barrington, IL 60010

Timothy McDonald (CRD# 2192967) is an Investment Advisor Representative working at Timothy J Mcdonald Cpa Cfp in Lake Barrington, IL and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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