DM
CFP
DM
CFP

Douglas Macdonald

6 Years of Experience
San Rafael, CA
Broker

Douglas Macdonald is a CFP-designated registered investment advisor, based in San Rafael, CA, with 6 years of industry experience.

Location

4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Douglas is an accommodation broker/dealer for Hub International Investment Services Inc. and works for Hub International. He also provides investment advisory services through Global Retirement Partners, dedicating about a quarter of his time to each of these activities.

Employment History
Current Registrations
HUB International Investment Services INC.
August 2025 - Present · 11 mos
HUB International Investment Services INC.Broker
August 2025 - Present · 11 mos
LPL Financial LLC
March 2022 - Present · 4 yrs 4 mos
LPL Financial LLCBroker
March 2022 - Present · 4 yrs 4 mos
Global Retirement Partners LLC
November 2019 - Present · 6 yrs 8 mos
State Registrations8 states
AZCACOMONEOHTXUT
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.
Douglas Macdonald - Financial Advisor | TrueAdvisor