Robert Joseph Macdonald
Investment adviser representative at Zacks Investment Management, Inc.
21 yearsExperience
1 stateRegistered in
$14.6BFirm assets
34 yearsFirm in business
Are you Robert Joseph Macdonald? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Lbmz Securities, Inc.May 2023 to now
- Zacks Investment Management, Inc.Jan 2021 to now
- Franklin Templeton Financial Services Corp.Feb 2020 to Oct 2020
- Franklin Templeton Distributors, Inc.Jun 2005 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Zacks Investment Management, Inc.
$14.6BAssets managed
3,741Clients
83Advisers
34 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
- 3071574
- Firm CRD
- 110897