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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Christopher McDonald is an investment advisor representative with United Capital Financial Advisors. Carl has been in the industry since 1987 and is licensed in Tennessee. Carl has experience in providing financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses. Carl also has a strong background in life and disability insurance sales. Carl is committed to providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser for other investment advisers
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
09/09/2010 - Present
United Capital Financial Advisors (MEMPHIS TN)
TN
12/22/2011 - 07/06/2016
GIRARD SECURITIES, INC. (MEMPHIS TN)
TN
12/21/2001 - 01/15/2010
ONEAMERICA SECURITIES, INC. (NASHVILLE TN)
MD
04/03/2000 - 12/20/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
PA
02/13/1992 - 04/04/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
OH
03/25/1987 - 02/13/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 05/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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