John Macdonald (CRD# 5610340) is an Investment Advisor Representative working at Commonwealth Financial Network in Amesbury, MA and has over 7 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 4429381
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Linden Financial Group | Amesbury, MA | Jan 2020 - Current | 4 |
| Commonwealth Financial Network | Waltham, MA | Mar 2016 - Current | 8 |
| Dolan Financial Services | Amesbury, MA | Feb 2018 - Jan 2020 | 1 |
| Dolan Financial Services | Amesbury, MA | Feb 2014 - Feb 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- MA
- NH
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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