Thomas James Mcdonald
Investment adviser representative at LPL Financial LLC
30 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
30 years in the industry.
- LPL Financial LLCJan 2020 to now
- Methodist HospitalDec 2018 to now
- Mcdonald Enterprises, IncJan 1996 to now
- Securities America Advisors, Inc.Aug 1999 to Jan 2020
- Securities America, Inc.Feb 1999 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (NE).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2220882
- Firm CRD
- 6413