Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Ketchin McDonald is an investment advisor representative with United Capital Financial Advisors. Thomas has been in the industry since 1983 and is licensed in Georgia and South Carolina. Thomas has worked for several other firms including Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC, Girard Securities, Inc., The Investment Center, Inc., NCNB Securities, Inc., Robert Thomas Securities, Inc, ISFA Corporation and Smith Barney, Harris Upham & Co., Incorporated.
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.
Sub-adviser for other investment advisers
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.
1
2
SC
01/10/2024 - Present
United Capital Financial Advisors (ANDERSON SC)
SC
08/31/2020 - 11/20/2023
GOLDMAN SACHS & CO. LLC (Anderson SC)
SC
08/31/2020 - 11/20/2023
MERCER ALLIED COMPANY, L.P. (ANDERSON SC)
SC
11/01/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (ANDERSON SC)
SC
07/17/2015 - 11/01/2017
GIRARD SECURITIES, INC. (ANDERSON SC)
SC
02/15/1991 - 07/22/2015
THE INVESTMENT CENTER, INC. (ANDERSON SC)
MA
02/01/1989 - 02/22/1991
NCNB SECURITIES, INC. (BOSTON MA)
NA
09/27/1988 - 02/21/1989
ROBERT THOMAS SECURITIES, INC
NA
03/11/1986 - 10/05/1988
ISFA CORPORATION
NA
10/20/1983 - 03/04/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 12/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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