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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn K. McDonald is a financial advisor at Brighton Jones LLC. Kathryn is a registered investment advisor in Oregon. Kathryn holds the Series 66 and Series 7 licenses. Kathryn has been in the industry since 2019. Kathryn specializes in financial planning, portfolio management for individuals and businesses and portfolio management for pooled investment vehicles. Kathryn has been with Brighton Jones LLC since 2021. Prior to joining Brighton Jones LLC, Kathryn was at Royal Alliance Associates, Inc. Kathryn specializes in working with high-net-worth individuals, charitable organizations and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OR
09/23/2021 - Present
Brighton Jones LLC (Portland OR)
OR
11/18/2019 - 08/18/2021
ROYAL ALLIANCE ASSOCIATES, INC. (PORTLAND OR)
BOTH
Issued 03/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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