Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph McDonald is a registered Investment Advisor Representative with Capital Investment Advisors, LLC. Joseph has been in the industry since 01/2004 and is currently registered in Texas. Joseph's background includes working at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Joseph is an experienced professional with a strong track record of success in the financial services industry.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of plan assets
1
2
TX
10/02/2024 - Present
Capital Investment Advisors, LLC (Dallas TX)
Active
Inactive
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