Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reagan? Claim Your ProfileReagan T MacDonald is an investment advisor representative with Captrust, a firm headquartered in Raleigh, NC. Reagan is registered with the state of Texas as a both a Broker-Dealer and Investment Advisor Representative. Reagan has been in the financial services industry since January 2014, starting their career with BHG Financial in Syracuse, NY. Before joining Captrust, Reagan was affiliated with StartEngine Primary LLC in Burbank, CA, and Charles Schwab & Co., Inc. in Houston, TX. Reagan holds the Series 63, Series 65, Series 7 and SIE licenses. Reagan also owns and operates a real estate business. Reagan's areas of specialization include asset allocation, investment strategy, portfolio management, retirement planning and financial planning.
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.
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
TX
07/30/2024 - Present
Captrust (Fort Worth TX)
CA
04/15/2024 - 06/19/2024
STARTENGINE PRIMARY LLC (BURBANK CA)
TX
01/25/2024 - 04/26/2024
CHARLES SCHWAB & CO., INC. (Houston TX)
BC
Issued 02/09/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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