David W. Mcdonald

MFG CAPITAL

Trenton, MI 48183

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CRD#: 3133864

Professional summary

David William Mcdonald is a registered financial advisor currently at MFG CAPITAL, INC. located in Trenton, Michigan.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 7 firms and has passed the Series 65, Series 63, SIE 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.

McDonald Financial Group; investment related; 1861 S. Trenton Dr. Trenton, MI; Insurance Agent; Insurance product sales; 15 hours per month, none during securities trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William 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®

None

Experience

Current

January 22, 2018 - Present

MFG CAPITAL, INC.

Office #1: 1861 S. Trenton Dr. Suite 101, Trenton, MI 48183

RIA

CRD#: 289949

Trenton, MI

Past

January 12, 2015 - January 22, 2018

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

TRENTON, MI

Past

September 21, 2007 - January 22, 2018

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

TRENTON, MI

Past

September 15, 2005 - September 10, 2007

AUSDAL FINANCIAL PARTNERS, INC.

CRD#: 7995

TRENTON, MI

Past

January 3, 2005 - September 14, 2005

SAMCO FINANCIAL SERVICES, INC.

CRD#: 30108

PHOENIX, AZ

Past

July 16, 2004 - January 10, 2005

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LINCOLN, NE

Past

August 7, 2003 - July 27, 2004

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

August 9, 2001 - July 29, 2003

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

April 27, 1999 - August 27, 2001

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

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

Michigan
(1/22/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/30/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/22/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/26/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MFG CAPITAL, INC.

CRD#: 289949 / SEC#:

Michigan

Registered Investment Advisory firm - (1/22/2018 Approved)

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Contact information

Main Address

1861 S. Trenton Dr. Suite 101, Trenton, MI 48183

Mailing Address

Phone number

(734) 556-4054

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 39,926,243

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.

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David W. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

AUSDAL FINANCIAL PARTNERS, INC.

SAMCO FINANCIAL SERVICES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

NYLIFE SECURITIES LLC

WOODBURY FINANCIAL SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/2014

Series 63

Date: 12/30/1998

SIE

Date: 1/22/2018

Series 6

Date: 4/26/1999

Current Firm

MFG CAPITAL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MFG CAPITAL, INC.

TRUST BUT VERIFY

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