Donald McDade, CFP®, ChFC®, CRPC®
Pittsburgh, Pennsylvania, 15235
Member Since 2012
We deliver objective, strategic and prudent independent advice designed to help preserve, grow and transfer your assets – a “total solution” to help meet your financial goals. We have the knowledge, experience and integrity to help you achieve what is most important to you. We provide the peace of mind that comes with knowing you have entrusted you financial future to an advisor and firm that delivers a client Serve First Philosophy.
My Location
Background Information
Years of Financial Experience
- 26
Education
- American College (MSM)
Certifications and Designations
- CFP®
- ChFC®
- CFS®
- CLU®
- CRPC®
- LUTCF
Association Memberships
- Estate Planning Council
- Financial Planning Association
- Society of Financial Services Professionals
- Life and Qualifying member of Million Dollar Round Talbe
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
Primary Custodian(s)
- Fidelity
- Trust Company of America
- TD Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 1498447
- Securities Registrations: Series 65, Series 63, Series 7, Series 24
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: Lincoln Financial Advisors
- Broker/Dealer: Lincoln Financial Advisors
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, Estate, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Hedge Fund, Commodities, Currencies, REITs, Equity, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health
Visit Website - http://www.mosaicplanners.com
