Carl McDonald, financial advisor Dothan AL
93 score

Carl McDonald

CRD Number: 1968938
Current Firm: Lpl Financial LLC

Carl McDonald (CRD# 1968938) is an Investment Advisor Representative working at Lpl Financial LLC in Dothan, AL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Mcdonald & Hagen Wealth Management, LLC Montgomery, AL Jul 2016 - Current < 1
Lpl Financial LLC Montgomery, AL Apr 2007 - Current 9
New Beginnings Foundation, Inc. Montgomery, AL Jul 2006 - Apr 2007 < 1
Synergy Corporate Benefits, LLC Montgomery, AL Oct 2005 - Apr 2007 1
Synergy Benefit Solutions Montgomery, AL Jun 2005 - Apr 2007 1
Mcdonald Financial Services,o.k. Montgomery, AL Apr 2005 - Apr 2007 2
Raymond James Financial Services, Inc. Wetumpka, AL Jan 1999 - Apr 2007 8
Mcdonald Fin. Svcs., LLC Montgomery, AL Apr 1998 - Apr 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
Contact Info for Carl B. McDonald
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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