Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McDonald is a financial advisor in Scottsdale, AZ. James is registered with the state of Arizona as well as 52 other states. James is also registered with the state of Texas as an Investment Advisor Representative. James is associated with Vanguard Advisers, Inc. and has been with the firm since June 2014. Before joining Vanguard Advisers, Inc., James worked at Wells Fargo Advisors, LLC and Edward Jones. James specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
10/13/2017 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
10/08/2010 - 04/10/2014
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
AZ
01/14/2003 - 10/11/2010
EDWARD JONES (AVONDALE AZ)
IA
Issued 10/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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