Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robbie? Claim Your ProfileRobbie McDonald is a financial advisor with over 18 years of experience in the industry. Robbie is currently registered with Avantax Advisory Services in Fort Smith, Arkansas. Robbie is a Registered Representative and an Investment Advisor Representative and holds Series 66, Series 7 and SIE licenses. Robbie has been working with Landmark Financial, LLC as a referring advisor, Farmers Bank as a consultant, McDonald Family Trust as a co-trustee, and Landmark PLC, Certified Public Accountants as a retired member. Robbie provides financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Robbie specializes in working with high net worth individuals, individuals other than high net worth, 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AR
10/25/2019 - Present
Avantax Advisory Services (Fort Smith AR)
AR
09/02/2002 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (FORT SMITH AR)
BOTH
Issued 11/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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