Donald McDonaldCRD Number: 1177847
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC
Donald McDonald (CRD# 1177847) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Greenville, SC and has over 34 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|J.j.b. Hilliard W.l. Lyons, LLC||Greenville, SC||Jan 2013 - Current||5|
|Scott & Stringfellow, Inc.||Richmond, VA||May 2002 - Jan 2013||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
|S65||NASAA Investment Advisors Law Examination||Jun 1994|
Total Assets Under Management7,638MILLIONS
Total Number of Accounts24,586ACCOUNTS
Average Account Value$310,678
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV