Emily Rose Mcdonald

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2015 → 01/2020
  Securities America, Inc.
  Beaverton, OR
• 06/2015 → 01/2020
  Securities America Advisors, Inc.
  Beaverton, OR
• 01/2020 → Present
  Lpl Financial, Llc
  Milwaukie, OR
• 05/2016 → 12/2019
  Single Point Financial Advisors
  Beaverton, OR

Previous Registrations

• 2015-06-16 → 2020-01-16
  Securities America Advisors, Inc.
  West Linn, OR
  Renton, WA
  Milwaukie, OR
  Beaverton, OR
• 2013-10-24 → 2015-06-17
  Jhs Capital Advisors, Llc
  Bellevue, WA

Other Businesses

1) 2/27/2023 - MAC Ventures LLC (S Corp) - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 02/27/2023 - 160 Hours Per Month/160 Hours During Securities Trading 2) 2/27/2023 - Good Life Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date - 02/27/2023 - 1 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2013-10-16

Other Names

• Emily Chapman