Holly
Macdonald

Lpl Financial LLC

CRD#4856136
Investment Advisor
in Utica, MI

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About this Advisor

Holly Macdonald is an advisor located in Utica, Michigan. Currently an investment advisor with Lpl Financial LLC, Macdonald has 12 years of professional experience as a registered investment advisor. Macdonald maintains Series 63 and Series 66 licenses, certifying the advisor as a securities agent. Macdonald is registered to act as an advisor in Michigan. The advisor has gained experience at The Woods Church Of The Nazarene, Envoy Financial, New Life Church, The Woods Church, Cia Financial Group, Mary Kay Cosmetics-Self-Employed and Lpl Financial, LLC. Lpl Financial LLC is headquartered in Utica, Michigan, and operates out of 9,519 brick-and-mortar locations throughout the country. In aggregate, Lpl Financial LLC oversees $208 billion in assets across 892,326 client accounts and employs more than 23,035 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 890,301 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 28% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Lpl Financial LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

45656 Village Blvd
Utica, MI 48315-6070

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

MI Average: $646,059,043
Total Number of Employees

23,035

MI Average: 13
Total Number of Accounts

892,326

MI Average: 661
Average Account Size

$232,867

MI Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Holly Macdonald Work History

Holly has 12 years of experience.

2015 - Present (6 years)

Cia Financial Group

2015 - Present (6 years)

Lpl Financial, LLC

2014 - 2015 (1 year)

The Woods Church

2014 - 2016 (2 years)

Mary Kay Cosmetics-Self-Employed

2012 - 2012 (< 1 year)

Envoy Financial

2012 - 2013 (1 year)

New Life Church

2008 - 2011 (3 years)

The Woods Church Of The Nazarene

Disclosures

Holly Macdonald has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Megan Soto
Lindenhurst, NY
Alexandra Chiklakis
Fort Myers, FL
Wendi Svitak
Geneva, IL
Tyler Romney
Vernal, UT
John Moon
Peoria, IL
Nathan Richter
Minneapolis, MN
Dodi Vicknair
La Place, LA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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