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
Timothy J Mcdonald Cpa Cfp
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts17ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Timothy J Mcdonald Cpa Cfp
1
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.
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