Lpl Financial LLC
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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Holly Macdonald Work History
Holly has 12 years of experience.
Cia Financial Group
Lpl Financial, LLC
The Woods Church
Mary Kay Cosmetics-Self-Employed
New Life Church
The Woods Church Of The Nazarene
Holly Macdonald has no disclosures.
Please visit their SEC profile for more details.
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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.