Timothy J. Mcdonald

TIMOTHY J MCDONALD CPA CFP

Lake Barrington, IL 60010

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CRD#: 2192967

Professional summary

Timothy James Mcdonald, CFP® is a registered financial advisor currently at TIMOTHY J MCDONALD CPA CFP located in Lake Barrington, Illinois.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Timothy has worked at 3 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PARTNER IN CPA FIRM OF MCDONALD DOHERTY & CO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy James Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

June 20, 1998 - Present

TIMOTHY J MCDONALD CPA CFP

Office #1: 22285 Pepper Rd #305, Lake Barrington, IL 60010

RIA

CRD#: 125211

Lake Barrington, IL

Past

June 20, 1998 - December 31, 2007

TIMOTHY J MCDONALD CPA CFP

RIA

CRD#: 125211

BARRINGTON, IL

Past

March 3, 1995 - July 30, 1997

AHT FINANCIAL GROUP, LTD.

CRD#: 17998

BARRINGTON, IL

Past

December 19, 1991 - April 3, 1995

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(6/20/1998)

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Exams

State Security Law Exam

Series 63

Date: 12/17/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/17/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TIMOTHY J MCDONALD CPA CFP

CRD#: 125211 / SEC#:

Illinois

Registered Investment Advisory firm - (6/20/1997 Approved)

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Contact information

Main Address

22285 Pepper Rd #305, Lake Barrington, IL 60010

Mailing Address

Phone number

(847) 842-5200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	60
AUM (Assets Under Management)	$ 65,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy J. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy James Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIMOTHY J MCDONALD CPA CFP

TIMOTHY J MCDONALD CPA CFP

AHT FINANCIAL GROUP, LTD.

CETERA FINANCIAL SPECIALISTS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/17/1991

Series 6

Date: 12/17/1991

Current Firm

TIMOTHY J MCDONALD CPA CFP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIMOTHY J MCDONALD CPA CFP

TRUST BUT VERIFY

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