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Kenneth Duane McDonald

Alliancebernstein LP

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About Kenneth Duane McDonald

Kenneth Duane McDonald is a registered investment advisor representative with Alliancebernstein LP. Kenneth McDonald has been in the securities industry since 1993 and has been registered with Alliancebernstein LP since 2000. Previously, Kenneth McDonald was registered with SANFORD C. BERNSTEIN & CO., INC. and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. Kenneth McDonald has passed a number of securities exams, including the Series 6, 7, 9, 10, 24, 31, 63 and 65. Kenneth McDonald is also a registered investment advisor in New York and Texas. Kenneth McDonald's firm, Alliancebernstein LP, is a large, national investment advisor that provides a wide range of investment services to individuals, families, institutions and corporations.

Firm Information

Kenneth McDonald is currently registered with Alliancebernstein LP. AllianceBernstein LP is a leading global investment management firm with over $651.48 billion in regulatory assets under management. The firm provides a range of advisory services, including portfolio management for individuals, businesses, and investment companies. Their client base includes high-net-worth individuals, insurance companies, investment companies, charitable organizations, and state or municipal government entities. The firm is headquartered in Nashville, TN.
Alliancebernstein LP

501 COMMERCE STREET

NASHVILLE, TN 37203

$651.48B

Assets Under Management

19

Total Clients

447

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation

Asset allocation

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kenneth McDonald’s Registration & Firm History

TX

03/27/2002 - Present

Alliancebernstein LP (DALLAS TX)

NY

02/04/1999 - 12/07/2000

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

RI

11/19/1993 - 10/29/1998

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 04/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/16/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/30/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 08/26/1996

Series 7 - General Securities Representative Examination

BC

Issued 11/18/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Duane McDonald.
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