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Julie W. Mcdonald

Purshe Kaplan Sterling Investments

Financial Planner in Dallas, TX

Address:
14785 Preston Rd, Ste 1000
Dallas, TX 75254
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About Julie W. Mcdonald

Julie Mcdonald is a financial professional at Purshe Kaplan Sterling Investments located in Dallas, Texas. Julie Mcdonald holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S63 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

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Languages

Julie Mcdonald provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Julie Mcdonald
14785 Preston Rd, Ste 1000
Dallas, TX 75254

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Website:

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