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Lawrence Joseph Mcdonald

Tricord Investment Advisors, Inc.

Kennesaw, GA

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Current Employers
Tricord Investment Advisors, Inc.

Marietta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2005-12-19
  • GA RA
    APPROVED
    Since 2005-12-19

Branch Locations

1275 Shiloh Rd. Suite 3030, Kennesaw, GA 30144 • 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
Tricord Investment Advisors, Inc. Kennesaw GA 08/2005 Present
Lj Financial Associates, Inc. Kennesaw GA 06/1998 Present
Previous Registrations
  • 2003-03-17 → 2005-08-02
    Usallianz Securities, Inc.
    Kennesaw, GA
Other Businesses

L-J FINANCIAL ASSOCIATES, INC. - MARIETTA GA. PRESIDENT AND OWNER. OFFER HEALTH INSURANCE, LIFE INSURANCE AND EMPLOYEE BENEFIT SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-04-24
S63 Uniform Securities Agent State Law Examination 1996-01-26
  • S65 Uniform Investment Adviser Law Examination
    2001-04-24
  • S63 Uniform Securities Agent State Law Examination
    1996-01-26
Other Names
  • Larry Mcdonald
  • Lawrence Mcdonald

View on SEC IAPD

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Other Offices

EDWARD JONES · KENNESAW, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KENNESAW, GA
MML INVESTORS SERVICES, LLC · Kennesaw, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Kennesaw, GA
UNITY FINANCIAL PLANNING GROUP LLC · KENNESAW, GA
AMERIPRISE FINANCIAL SERVICES, LLC · KENNESAW, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Kennesaw, GA
CETERA INVESTMENT ADVISERS LLC · KENNESAW, GA

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