Lonniece Mcdonald
Investment adviser representative at Highland Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$640MFirm assets
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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
- Seminars and workshops
Experience
10 years in the industry.
- Highland Financial Advisors, LLCFeb 2026 to now
- CorientJul 2025 to Dec 2025
- PathstoneDec 2024 to Jun 2025
- Hall Capital PartnersJun 2022 to Dec 2024
- AllstateJan 2022 to Jun 2022
- Morgan StanleyJun 2021 to Dec 2021
- Nyc ComptrollerJun 2021 to Aug 2021
- Northwestern MutualJan 2021 to Jun 2021
- Full Time StudentAug 2020 to Jun 2021
- DonorschooseJun 2020 to Aug 2020
- Suny New PaltzAug 2019 to Jun 2020
- Full Time StudentApr 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Highland Financial Advisors, LLC
$640MAssets managed
361Clients
8Advisers
21 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
- 7323825
- Firm CRD
- 125838