David Mcdonald
David Mcdonald is a registered investment advisor at LPL Financial LLC, based in Willow, CA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
820 W Wood St, Willow, CA, 95988
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2018Other Business ActivitiesSells Insurance
David operates McDonald FA as a DBA for his LPL business, dedicating full-time hours to it. He also engages in non-variable insurance activities through David McDonald Finance, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations12 states
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.