Robert G. Mcdonald
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Griffith Mcdonald was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1982. Robert had worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 4, 2009 - March 10, 2022
RETIREMENT INCOME SOLUTIONS, INC.
August 23, 1982 - September 8, 2009
MUTUAL SERVICE CORPORATION
July 22, 1982 - August 31, 1982
LPL FINANCIAL LLC
Primary Firm SEC Registration
RETIREMENT INCOME SOLUTIONS, INC.
CRD#: 110145 / SEC#: 801-71319
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
RETIREMENT INCOME SOLUTIONS, INC.
CRD#: 110145 / SEC#: 801-71319
Contact information
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,268 |
| AUM (Assets Under Management) | $ 2,656,768,805 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/07/2025 | ||
| 10/09/2024 | ||
| 10/10/2023 | ||
| 12/03/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
