Frederick Mcdonald
Frederick Mcdonald is a registered investment advisor at LPL Financial LLC, based in Beverly, MA, with 16 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
152 Conant St., Suite 201, Beverly, MA, 01915
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Frederick sells non-variable insurance through US Advisory Group, dedicating a few hours per week. He also operates his LPL business and provides investment advisory services through US Advisory Group, spending about half his time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
US Advisory Group
Previous Registrations
Private Client Services, LLCBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
John Hancock Distributors LLCBroker
State Registrations14 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.