AM
CFP
AM
CFP

Alex Garner Mcdonald

14 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fixed/Hourly
Firm Size
53 advisors
Number of Clients
12,392 clients
Average Client Portfolio
$312K average
Assets Under Management
$3.9B

Fee Structure

Financial Planning:Included in AUM fee
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Location

400 East Pratt Street, 8th Floor, Baltimore, MD, 21202

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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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Employment History
Current Registrations
Facet
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Hightower Advisors, LLC
May 2017 - April 2021 · 3 yrs 11 mos
Omnistar Financial Group, INC.
February 2013 - April 2017 · 4 yrs 2 mos
Northwestern Mutual Investment Services,llc
July 2011 - January 2013 · 1 yr 6 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.