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Christopher Lynch Mcdonald

Us Advisory Group

Beverly, MA

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Current Employers
Us Advisory Group

152 Conant St. Suite 201, Beverly, MA 01915 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-02-24
  • MA RA
    APPROVED
    Since 2021-02-24

Branch Locations

152 Conant St. Suite 201, Beverly, MA 01915 • 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
Us Advisory Group Wakefield MA 07/2010 Present
Transamerica Financial Advisors, Inc Wakefield MA 05/2014 09/2016
Private Client Services Llc Beverly MA 09/2016 04/2022
Lpl Financial, Llc Beverly MA 06/2022 Present
  • 07/2010 → Present
    Wakefield, MA
  • 05/2014 → 09/2016
    Transamerica Financial Advisors, Inc
    Wakefield, MA
  • 09/2016 → 04/2022
    Private Client Services Llc
    Beverly, MA
  • 06/2022 → Present
    Lpl Financial, Llc
    Beverly, MA
Other Businesses

1) 6/2022 - DBA for LPL business - US Advisory Group, LLC - Investment Related - Beverly, MA 01915 2)07/29/2022 - US Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - 100 Hours Per Month - I provide investment advisory services through US Advisory Group, an independent investment advisor firm. I started this business activity in 07/2022. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-02-08
S65 Uniform Investment Adviser Law Examination 2021-01-04
  • S63 Uniform Securities Agent State Law Examination
    2021-02-08
  • S65 Uniform Investment Adviser Law Examination
    2021-01-04
Other Names
  • Christopher Lynch Mcdonald
  • Christopher Mcdonald

View on SEC IAPD

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