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Alex Garner McDonald

Facet

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About Alex Garner McDonald

Alex Garner McDonald is a financial advisor with Facet Wealth. Alex has been a financial professional since 2011. Alex holds the Series 66 and Series 7 licenses, and is a Certified Financial Planner. Alex is currently registered as an investment advisor representative in North Carolina and Texas. Before joining Facet Wealth, Alex worked for Omnistar Financial Group, Inc., and HighTower Advisors, LLC.

Firm Information

Alex McDonald is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Alex McDonald’s Registration & Firm History

MD

03/29/2021 - Present

Facet (BALTIMORE MD)

NC

06/07/2011 - 01/02/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WILMINGTON NC)

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Licenses & Designations

BOTH

Issued 06/27/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex Garner McDonald.
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