Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher McDonald is a financial advisor with over 20 years of experience in the financial services industry. He is registered with the state of California as both a Registered Representative and an Investment Adviser Representative. Christopher is currently employed with Cambridge Investment Research Advisors, Inc., where he provides financial planning and portfolio management services to individuals, families, and businesses. Christopher also holds licenses for the Series 66 and 65 exams. Christopher is also the owner and operator of McDonald & Associates, a CPA firm providing accounting and business consulting services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
05/08/2023 - Present
Cambridge Investment Research Advisors, Inc. (Ventura CA)
BOTH
Issued 05/03/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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