Dana Lynn Mcdonald

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 04/2017
  Rbc Capital Markets, Llc
  Century City, CA
• 04/2017 → Present
  Rbc Capital Markets, Llc
  Newport Beach, CA
• 05/2018 → 08/2021
  City National Bank
  Rolling Hills, CA

Previous Registrations

• 2004-07-08 → 2011-04-15
  Oppenheimer & Co. Inc.
  Los Angeles, CA
  Los Angeles , CA
• 2001-08-14 → 2004-07-12
  Citigroup Global Markets Inc.
  Los Angeles, CA

Other Businesses

1) NAME OF ENTITY: Hokulani Partners LLC ADDRESS: 34 Bushwood Circle Ladera Ranch, CA 92694 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: LLC to hold real estate CAPACITY: Owner - Active START DATE: 10/03/21 DUTIES: I will manage our VRBO rental listing for 7 months of each calendar year. This entails accepting and declining reservations and communicating with customers. I will also work with our property manager, cleaner and maintenance people to ensure continuous business function. HOURS DEVOTED PER MONTH: 2 hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2) NAME OF ENTITY: Glacier Peak Partners LLC ADDRESS: 34 Bushwood Circle, Ladera Ranch, CA 92694 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property START DATE: 07/17/23 CAPACITY: Owner - Passive DUTIES: Pay bills from bank account. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-13
• S63 Uniform Securities Agent State Law Examination
  1998-01-23

Other Names

• Dana Lynn Mcallister