Donald McDonald, financial advisor Westlake Village CA

Donald McDonald

CRD Number: 3271670
Current Firm: One Capital Management, LLC
Compensation Model: Fee Only

Donald McDonald (CRD# 3271670) is the Managing Director/Founder and an Investment Advisor Representative working at One Capital Management, LLLP in Westlake Village, CA. He has over 30 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
One Capital Management, LLC Westlake Village, CA Aug 2001 - Current 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2000
Contact Info for Donald H. McDonald
By the Numbers
  • Total Assets Under Management
    4,941
    MILLIONS
  • Total Number of Accounts
    8,586
    ACCOUNTS
  • Average Account Value
    $575,467
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI

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Data verified by both the advisor and the public regulatory data.

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