William Tate McDonald is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with KEEN WEALTH ADVISORS.
| Firm | From | To | Current |
|---|---|---|---|
| KEEN WEALTH ADVISORS | 2024-11-22 | present | Yes |
| CREATIVE PLANNING, LLC | 2021-11-11 | 2024-11-18 | — |