MCDONALD FINANCIAL SERVICES, LLC of MONTGOMERY, AL is an SEC-registered investment adviser (CRD 282899). Regulatory assets under management: $443.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Carl Brandt Mcdonald | MANAGING MEMBER / PRESIDENT | — |
| Michael James Barranco | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| HAGEN CHRISTOPHER MICHAEL | MANAGINF MEMBER / SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| MCDONALD CARL BRANDT | MANAGING MEMBER / PRESIDENT | — |
| GANTT KAREN MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| BARRANCO MICHAEL JAMES | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| AUBURN | AL | 1 | (334) 887-7022 |
| DOTHAN | AL | 1 | 334-671-1890 |
| AUBURN | AL | 1 | (334) 887-7022 |
| DOTHAN | AL | 1 | 334-671-1890 |