Ethan Kyle Mcdonald
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- LPL Financial LLCSep 2025 to now
- Wealth Enhancement Advisory ServicesOct 2024 to Jul 2025
- Wealth Enhancement GroupMay 2024 to Jul 2025
- The Retirement GroupJul 2023 to May 2024
- StarbucksMay 2022 to Jul 2022
- RalphsNov 2021 to Mar 2022
- San Diego State UniversityAug 2020 to May 2023
- VonsNov 2019 to Jul 2020
- Cherry On TopNov 2018 to Nov 2019
- Polytechnic High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7805050
- Firm CRD
- 6413