DM
Deborah V. Mcdonald
Some features on this profile are disabled
CRD#: 6966094
DM
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.
Deborah Vaughn Mcdonald, who also goes by Debbie Vaughn Coleman, Debbie Vaughn Mcdonald, was a registered financial professional .
Deborah is a previously registered financial professional and started their career in finance in 2018. Deborah had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Debbie Vaughn Coleman | Debbie Vaughn Mcdonald
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.
1) GLENN MCDONALD HAY BUSINESS POS: wife and assistant bookkeeper NATURE: Raise hay crops, purchase hay and hay bailing services, for use in our livestock business and for sale. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1980 Uvalde TX DESCR: Gather bank statements, post bank statements activity to Quickbooks. Summarize financial information for personal tax return and personal financial statements. 2) GADV, INC DBA L & L GENERAL CONTRACTORS POS: Treasurer and 52% stockholder NATURE: This business is a general contractor, and provides construction services to commercial entities and some residential customers. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2008 ADDR: L & L General Contractors, Beaumont TX DESCR: I am responsible for preparing the federal income tax returns. I assist in preparation of financial statements. My accounting firm, (Coleman, Horton & Company, LLP) provides bookkeeping assistance when necessary. 3) M3 PERFORMANCE HORSES, LLC POS: Managing member, bookkeeper NATURE: Breeding, raising, training, racing and selling horses. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2012 ADDR: Uvalde TX DESCR: I am responsible for cash flow of the business, I pay the bills, deposit the checks, complete entries, applications, registration of horses, complete bills of sales, and any other paperwork necessary. I help with feeding responsibilities, administering health and medical care, cleaning and maintenance of barn and equipment, insurance applications on horses, and hauling horses to the vet for medical care when necessary. 4) GLENN MCDONALD RENTALS POS: assistant/tax preparer NATURE: Real estate and equipment owned by my husband and leased to our construction company, GADV, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2008 ADDR: 11988 Hwy 365 west, Beaumont TX DESCR: My husband (Glenn) and I jointly own real estate that is rented to the construction company we own, GADV, Inc. My duties are minimal and center around the tax return and books, which i oversee. 5) M3 PERFORMANCE HORSES, LLC POSITION: Managing member, bookkeeper NATURE: Breeding, raising, training, racing and selling horses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/30/2012 ADDRESS: 301 Saunders Lane, Uvalde TX 78801, DESCRIPTION: I am responsible for cash flow of the business, 7) SUNNY CLIME FARM POSITION: Owner, assistant bookkeeper, NATURE: This is a farm, ranch and a rental operation with approximately 15 apartments and houses on a farm of 333 acres north of Knippa, Texas. In addition to tenants, we have cattle, goats and horses on this property. There are water wells and irrigation activities on the property that are used to support the agricultural operation. Livestock are sometimes rotated out to our home place depending on forage output. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/15/2016 ADDRESS: 658 Beaves Lane, Uvalde TX 78801, DESCRIPTION: My obligation is to be available to help and support my daughter and husband who are the primary participants in the activity. I have financial reporting and now investment duties, that my family has asked me to take on. 6) EXECUTRIX OF MARJORIE OWEN KIRCHNER ESTATE POSITION: appointed Executrix 07/08/2021 NATURE: Estate administration, liquidation of assets and distribution of assets, filing of estate tax return and income tax returns. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 07/08/2021 ADDRESS: 400 E. Nopal, Uvalde TX 78801, United States DESCRIPTION: Estate administration, liquidation, payment of bills, locating heirs, filing estate tax returns, distribution of assets.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
October 25, 2019 - December 16, 2022
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
IRVING, TX
Past
September 26, 2018 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
UVALDE, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Current Firm
AA
AVANTAX ADVISORY SERVICES
1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES
CRD#: 104556 / SEC#: 801-29892
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3200 Olympus Blvd Suite 100, Dallas, TX 75019
Mailing Address
Phone number
(972) 870-6000
Established
Firm type
Fiscal year end
# of Employees
2,278
Regulatory assets under management
| Total Number of Accounts | 140,306 |
| AUM (Assets Under Management) | $ 46,109,939,749 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/13/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
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.
