Holly Michelle Macdonald

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 07/2015 → Present
  Cia Financial Group
  Shelby Township, MI
• 07/2015 → 03/2022
  Lpl Financial, Llc
  Shelby Township, MI
• 03/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2016-12-15 → 2022-04-01
  Lpl Financial Llc
  Shelby Township, MI

Other Businesses

1) HOLLY MACDONALD, 07/2016, 45656 VILLAGE RD SHELBY TWP MI 48315, NOTARY, NIR, 1 HR/MONTH 1 HR/MONTH TRADING 2) PROVISION FINANCIAL, 07/2016, 45656 VILLAGE BLVD SHELBY TOWNSHIP MI 48315, EMPLOYEE, ADVISORY DBA, INV REL, 160 HR/MONTH 120 HR/MONTH TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 03/16/2022 4) HOLLY MACDONALD, Shelby Township MI 48315, 01/2019, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 2 HR/MO - 2 Trading

Exams

• S66 Uniform Combined State Law Examination
  2016-12-05
• S63 Uniform Securities Agent State Law Examination
  2005-05-25

Designations

• Certified Financial Planner