Holly Macdonald (CRD# 4856136) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Shelby Township, MI and has over 18 years of experience in the finance industry. Holly Macdonald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2022 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2022 - Current | 2 |
| Cia Financial Group | Shelby Township, MI | Jul 2015 - Current | 8 |
| Lpl Financial, LLC | Shelby Township, MI | Jul 2015 - Mar 2022 | 6 |
| Mary Kay Cosmetics-self-employed | Warren, MI | Jan 2014 - Jun 2016 | 2 |
| The Woods Church | Warren, MI | Sep 2014 - Jul 2015 | < 1 |
| Unemployed | Warren, MI | Jul 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- MI
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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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