Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan MacDonald is a registered representative with Charles Schwab & CO., Inc. in Westlake, Texas. Ian has been in the financial services industry for over 12 years. Ian specializes in financial planning and selection of other advisors. Ian has been a registered representative with Charles Schwab since June 2024. Prior to joining Charles Schwab, Ian worked at MezzCap Partners, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
09/23/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
Active
Inactive
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