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Christopher Donald Mcdonald

LPl Financial LLC

Langhorne, PA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-07-21
DE RA APPROVED 2021-07-21
FL RA APPROVED 2021-07-21
GA RA APPROVED 2021-07-21
NJ RA APPROVED 2021-07-21
NC RA APPROVED 2021-07-21
PA RA APPROVED 2021-07-21
  • CA RA
    APPROVED
    Since 2021-07-21
  • DE RA
    APPROVED
    Since 2021-07-21
  • FL RA
    APPROVED
    Since 2021-07-21
  • GA RA
    APPROVED
    Since 2021-07-21
  • NJ RA
    APPROVED
    Since 2021-07-21
  • NC RA
    APPROVED
    Since 2021-07-21
  • PA RA
    APPROVED
    Since 2021-07-21

Branch Locations

402 Middletown Blvd Ste 204, Langhorne, PA 19047 • 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
Waddell & Reed, Inc Yardley PA 02/2016 07/2021
Various Insurance Carriers For W&R Insurance Agencies Bensalem PA 02/2016 07/2021
Lpl Financial Llc Langhorne PA 07/2021 Present
  • 02/2016 → 07/2021
    Waddell & Reed, Inc
    Yardley, PA
  • 02/2016 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Bensalem, PA
  • 07/2021 → Present
    Lpl Financial Llc
    Langhorne, PA
Previous Registrations
  • 2016-02-10 → 2021-07-21
    Waddell & Reed
    Charleroi, PA
    Yardley, PA
  • 2013-01-09 → 2016-02-16
    Equitable Advisors, Llc
    Bensalem, PA
    Bala Cynwyd, PA
    Bala Cynwyd, PA
Other Businesses

1)06/08/2021 - Non-Variable Insurance / CRUMP/AG Select A Term 20 / Investment Related / 0Hrs/Mo / Langhorne, PA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-05
S63 Uniform Securities Agent State Law Examination 2012-04-19
  • S65 Uniform Investment Adviser Law Examination
    2013-01-05
  • S63 Uniform Securities Agent State Law Examination
    2012-04-19
Other Names
  • Chris Mcdonald
  • Christopher D Mcdonald

View on SEC IAPD

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TD PRIVATE CLIENT WEALTH LLC
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WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
KOVACK ADVISORS, INC.
OSAIC WEALTH, INC.
SITMAN, FREED & CO. LLP

Other Investors

KENNETH GLENN HAGER
WILLIAM PATRICK MARSHALL
VINCENT NOTARIANNI
AARON EDWARD BORSTEIN
BRIAN DAVID LUCAS
JOHN J WEST
JENNIFER BRADY
Brandon Patrick Marshall

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Langhorne, PA
LPL FINANCIAL LLC · BENSALEM, PA
TD PRIVATE CLIENT WEALTH LLC · BENSALEM, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Bensalem, PA
WELLS FARGO CLEARING SERVICES, LLC · BENSALEM, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Philadelphia, PA
PNC WEALTH MANAGEMENT LLC · PHILADELPHIA, PA
PNC WEALTH MANAGEMENT LLC · BENSALEM, PA

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