Carl Christopher Mcdonald
Investment adviser representative at United Capital Financial Advisors
11 yearsExperience
1 stateRegistered in
$24.6BFirm assets
21 yearsFirm in business
Are you Carl Christopher Mcdonald? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- United Capital Financial AdvisorsSep 2010 to now
- United Capital Financial Adviseors, LLCSep 2010 to now
- Girard Securities, Inc.Dec 2011 to Feb 2020
- Goldman Sachs & Co.Dec 2009 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (TN).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1631860
- Firm CRD
- 134600