JM
JM

John Macdonald

40 Years of Experience
Conway, NH
BrokerSells Insurance

John Macdonald is a registered investment advisor at Cetera Investment Advisers LLC, based in Conway, NH, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

53 Technology Lane, Suite 115, Conway, NH, 03818

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John sells fixed insurance products including life, disability, annuities, and long-term care, dedicating a few hours per week. He is also the Vice President of a software company, a ski race coach, an insurance broker selling high net worth client life insurance, a Justice of the Peace, a real estate rental owner, a writer, and the president of a homeowners association.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - March 2024 · 7 yrs 5 mos
Investors Capital Advisory
June 2004 - October 2016 · 12 yrs 4 mos
Eastern Point Advisors INC.
January 2003 - June 2004 · 1 yr 5 mos
Investors Capital CORP.Broker
May 1998 - October 2016 · 18 yrs 5 mos
Nylife Securities INC.Broker
January 1986 - May 1998 · 12 yrs 4 mos
State Registrations8 states
CTDCFLMAMENHNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.