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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McDonald is a registered investment advisor representative with One Capital Management, LLC. Donald has been with the firm since August 2001 and works out of the firm's Westlake Village, California office. Donald specializes in providing investment advice to high-net-worth individuals and families, corporations, and trusts. Donald also has experience in providing investment advisory services to other investment advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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
CA
10/10/2001 - Present
ONE Capital Management, LLC (WESTLAKE VILLAGE CA)
CO
09/16/2004 - 10/28/2005
CASCADE FINANCIAL MANAGEMENT, INC. (DENVER CO)
NY
11/28/2002 - 05/14/2003
KEYSTONE CAPITAL CORPORATION (NEW YORK NY)
CA
01/06/2000 - 01/12/2001
ASSANTE CAPITAL MANAGEMENT INC. (SAN JOSE CA)
BOTH
Issued 01/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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