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Robert Joseph Macdonald

Zacks Investment Management, Inc.

Chicago, IL

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Current Employers
Zacks Investment Management, Inc.

101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-04-16
  • NC RA
    APPROVED
    Since 2021-04-16

Branch Locations

101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Franklin Templeton Distributors, Inc. St Petersburg FL 06/2005 10/2020
Franklin Templeton Financial Services Corp. St. Petersburg FL 02/2020 10/2020
Zacks Investment Management Chicago IL 01/2021 Present
Lbmz Securities, Inc. Chicago IL 05/2023 Present
  • 06/2005 → 10/2020
    Franklin Templeton Distributors, Inc.
    St Petersburg, FL
  • 02/2020 → 10/2020
    Franklin Templeton Financial Services Corp.
    St. Petersburg, FL
  • 01/2021 → Present
    Zacks Investment Management
    Chicago, IL
  • 05/2023 → Present
    Lbmz Securities, Inc.
    Chicago, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-04
S65 Uniform Investment Adviser Law Examination 2021-04-16
  • S63 Uniform Securities Agent State Law Examination
    2023-08-04
  • S65 Uniform Investment Adviser Law Examination
    2021-04-16
Other Names
  • Bob Macdonald
  • Robert J Macdonald

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

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