John Francis Mcdonald
Investment adviser representative at Lri Investments
16 yearsExperience
1 stateRegistered in
$2.8BFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Lri Investments, LLCNov 2024 to now
- M Holdings Securities, Inc.Feb 2019 to now
- Sdm, Inc. dba Jkj Financial ServicesFeb 2019 to now
- Bank of America, N.A.May 2018 to Feb 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2018 to Feb 2019
- UnemployedJan 2018 to Apr 2018
- Principal Life Insurance CompanyAug 2010 to Dec 2017
- Princor Financial Services CorporationAug 2010 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
Lri Investments
Legal name: Lri Investments, LLC
$2.8BAssets managed
582Clients
25Advisers
2 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
- 4346015
- Firm CRD
- 323556