Edward McDonough

Orlando, Florida, 32819
advisor

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.
Contact Edward
 
 

My Location

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 Background Information

  • Years of Financial Experience

    • 21

  • Education

    • Lehigh University (BSME)
    • Lehigh University (MBA)
    • College of Financial Planning (CFP)

  • Certifications and Designations

    • CFP®
    • Paladin

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Hourly fee
    • Investment Services: Asset-based fee, Hourly fee

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Primary Custodian(s)

    • Raymond James Financial Services, Inc.

  • 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
    • My clients have online access to their financial data
    • I review my clients' financial plans with them quarterly
    • I review my clients' investment portfolios with them quarterly
 

  • Registration & Licensing

    • CRD/IARD Number: 143767, 1701165
    • Securities Registrations: Series 65, Series 63, Series 7, Series 24
    • Insurance Licenses: Life, Annuity, Health

  • Company Names

    • Registered Investment Advisor: McDonough Capital Management
    • Broker/Dealer: Raymond James Financial Services, Inc.

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Disclosure(s)

  • 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
 
Contact Edward
 
Visit Website - http://www.McDonoughCapital.com
Paladin Registry

Minimum Asset Requirement

  • $100,000

Types of Clients

  • Individuals & Families
  • Businesses

Professional Services

  • Planning
  • Investment Advice
  • Money Management