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CM
CM

Carl Christopher Mcdonald

United Capital Financial Advisors
38 Years of Experience
Sells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
United Capital Financial Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
146 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:$500K

Location

5350 Poplar Ave, Suite 310, Memphis, TN, 38120

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Carl is self-employed in life and disability insurance sales since 1986, dedicating minimal time to this activity. He also owns rental real estate property.

Employment History
Current Registrations
United Capital Financial Advisors
September 2010 - Present · 15 yrs 5 mos
Previous Registrations
Girard Securities, INC.Broker
December 2011 - July 2016 · 4 yrs 7 mos
Sovereign Wealth Management INC
January 2010 - December 2010 · 11 mos
Oneamerica Securities, INC.
January 2004 - January 2010 · 6 yrs
Oneamerica Securities, INC.Broker
December 2001 - January 2010 · 8 yrs 1 mo
The Advisors Group, INC.Broker
April 2000 - December 2001 · 1 yr 8 mos
Hornor, Townsend & Kent, INC.Broker
February 1992 - April 2000 · 8 yrs 2 mos
Capital Analysts, IncorporatedBroker
March 1987 - February 1992 · 4 yrs 11 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.
Carl Christopher Mcdonald - Financial Advisor | TrueAdvisor