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Thomas Lee McDonald

Richards Merrill Wealth Management

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About Thomas Lee McDonald

Thomas McDonald is a financial advisor with over 35 years of experience in the industry. He is currently a registered representative of Richards Merrill Wealth Management, a firm with offices in Spokane, WA. Thomas holds the Series 7, 24, 27, 63, 72, 99TO and SIE licenses. His focus areas include financial planning, portfolio management for individuals, and portfolio management for businesses. Thomas has previously held positions at Phelps & Woodhead, Inc., First Devonshire Securities, Inc., and Michael C. Talley & Co., Inc.

Firm Information

Thomas McDonald is currently registered with Richards Merrill Wealth Management. Richards Merrill Wealth Management is a Corporation that has been in operation since 1923. They offer a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars. They are registered in 29 states and have a total of 943 accounts under management, totaling $395,784,920. The firm primarily serves individuals, both high-net-worth and other, as well as charitable organizations and pension and profit-sharing plans.
Richards Merrill Wealth Management

612 WEST MAIN STREET

SPOKANE, WA 99201-0645

$395.78M

Assets Under Management

Not reported

Total Clients

10

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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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.

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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percentage of assets

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

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Thomas McDonald’s Registration & Firm History

WA

03/25/1992 - Present

Richards Merrill Wealth Management (SPOKANE WA)

NA

06/26/1989 - 04/01/1993

PHELPS & WOODHEAD, INC.

WA

07/25/1988 - 04/01/1993

PHELPS & WOODHEAD, INC. (SPOKANE WA)

NA

03/06/1987 - 11/06/1987

FIRST DEVONSHIRE SECURITIES, INC.

NA

01/22/1986 - 03/10/1987

MICHAEL C. TALLEY & CO., INC.

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Licenses & Designations

BC

Issued 11/03/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/1986

Series 24 - General Securities Principal Examination

BC

Issued 05/03/1986

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Lee McDonald.
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