William P. Mcdonald
Professional summary
William Patrick Mcdonald, who also goes by Bill Mcdonald, is a registered financial advisor currently at RETIREMENT PLANNING SOLUTIONS, LLC located in Nolensville, Tennessee.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. William has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Patrick Mcdonald's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 28, 2004 - Present
RETIREMENT PLANNING SOLUTIONS, LLC
April 23, 2003 - August 27, 2004
AVANTAX ADVISORY SERVICES
March 19, 2003 - August 25, 2004
AVANTAX INVESTMENT SERVICES, INC.
January 29, 2003 - March 25, 2003
WADDELL & REED
August 23, 2001 - March 25, 2003
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/5/2023)
(7/28/2004)
Exams
Current Firm
RETIREMENT PLANNING SOLUTIONS, LLC
CRD#: 132118 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 47,700,000 |
Red Flags
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