Edward McDonough
Orlando, Florida, 32819
Member Since 2006
We provide personalized financial services and tailored recommendations that help you achieve your financial goals. Our open architected solutions never restrict you. We know your hopes and dreams include sending your children to the right schools and financially independent retirement. Our motto is Knowledge, Integrity and Trust. We believe these to hand in hand. Let our knowledge work for you.
My Location
Background Information
Years of Financial Experience
- 21
Education
- Lehigh University (BSME)
- Lehigh University (MBA)
- College of Financial Planning (CFP)
Certifications and Designations
- CFP®
- Paladin
- MBA
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee
- Investment Services: Asset-based fee, Hourly fee
Primary Custodian(s)
- TD Ameritrade Institutional
- National Financial Services
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: 143767, 1701165
- Securities Registrations: Series 7, Series 24, Series 63, Series 65
- Insurance Licenses: Life, Annuity, Health
Company Names
- Registered Investment Advisor: McDonough Capital Management
- Broker/Dealer: Triad Advisors, Inc.
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Visit Website - http://www.McDonoughCapital.com
