Rory Macdonald, financial advisor Marina Del Rey CA
93 score

Rory Macdonald

CRD Number: 5575478
Current Firm: Mission Wealth Management, LP

Rory Macdonald (CRD# 5575478) is an Investment Advisor Representative working at Mission Wealth Management, LP in Marina Del Rey, CA and has over 4 years of experience in the finance industry. Rory Macdonald 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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Professional Designations
Company Name Location Dates Years
Mission Wealth Management Marina Del Rey, CA Feb 2012 - Current 6
Unemployed Dana Point, CA Aug 2011 - Feb 2012 < 1
Ucsb Aquatics Santa Barbara, CA Jun 2011 - Aug 2011 < 1
Full Time Education Santa Barbara, CA Aug 2010 - Jun 2011 < 1
Ucsb Aquatics Santa Barbara, CA Jun 2010 - Aug 2010 < 1
Full Time Education Santa Barbara, CA Sep 2009 - Jun 2010 < 1
Merrill Lynch Newport Beach, CA Jun 2009 - Sep 2009 < 1
Full Time Education Santa Barbara, CA Sep 2008 - Jun 2009 < 1
Merrill Lynch Newport Beach, CA Jun 2008 - Sep 2008 < 1
Full Time Education Santa Barbara, CA Sep 2007 - Jun 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Rory M. Macdonald
Phone Number: 805-882-2360
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,699
    MILLIONS
  • Total Number of Accounts
    2,710
    ACCOUNTS
  • Average Account Value
    $626,854
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, HI, MN, NY, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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