William McDonald
Investment Adviser Representative at Raymond James Financial Services Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William McDonald is an investment adviser representative with Raymond James Financial Services Advisors, Inc in Saint Paul, MN, where they have been registered since 2026. They have worked in the securities industry since 2017 and have been registered with 3 firms, including U.S. Bancorp Investments, Inc. and Wealth Enhancement Advisory Services, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Minnesota.
Registrations & licenses
- Investment adviser:
- Minnesota
- Broker:
1 state or territory
Minnesota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameriprise Financial Services, Inc.Jan 2016 – May 2017Minneapolis, MN
- U.S. Bancorp Investments, Inc.Aug 2017 – May 2021St. Paul, MN
- U.S. BankAug 2017 – May 2021St. Paul, MN
- LPL Financial, LLCMay 2021 – Nov 2024Plymouth, MN
- Wealth Enhancment Brokerage ServicesMay 2021 – Nov 2024Plymouth, MN
- Wealth Enhancement GroupMay 2021 – Nov 2024Plymouth, MN
- Wealth Enhancement Advisory ServicesMar 2023 – Nov 2024Plymouth, MN
- U.S. BankDec 2024 – Jul 2025Saint Paul, MN
- U.S. Bancorp Investments, Inc.Dec 2024 – Jul 2025Saint Paul, MN
- Raymond James Financial Service, Inc.Jun 2026 – no end date reportedSaint Paul, MN
- Raymond James Financial Services Advisors, IncJun 2026 – no end date reportedSaint Paul, MN
- TekSystemsAug 2025 – Jun 2026Oakdale, MN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Raymond James Financial Services Advisors, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6,660
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Saint Petersburg, FL
- SEC file number:
- 801-69815
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William McDonald has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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