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).
Total Assets Under Management5MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$311,765
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Timothy McDonald (CRD# 2192967) is an Investment Advisor Representative working at Timothy J Mcdonald Cpa Cfp in Lake Barrington, IL and has over 26 years of experience in the finance industry. Timothy 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.