James Dean Mcdonald

Current Employers

Employment History

• 11/2010 → 02/2017
  Lpl Financial Llc
  Golden Valley, MN
• 12/2014 → 12/2021
  Resources Investment Advisors
  Leawood, KS
• 02/2017 → 12/2021
  Triad Advisors, Inc.
  Norcross, GA
• 11/2021 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 02/2022 → 02/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2007 → 12/2021
  Channel Financial
  Golden Valley, MN

Previous Registrations

• 2014-12-22 → 2022-01-06
  Onedigital
  Golden Valley, MN
  Overland Park, KS
• 2010-11-30 → 2017-03-02
  Lpl Financial Llc
  Fort Mill, SC
  Golden Valley, MN
  Bryan, OH
• 2014-12-22 → 2014-12-31
  Onedigital
  Golden Valley, MN
  Overland Park, KS
• 2014-01-28 → 2014-12-31
  Financial Advocates Advisory Services
  Olympia, WA
• 2008-03-04 → 2010-11-30
  Nrp Advisors, Inc.
  Minneapolis, MN
  Golden Valley, MN
• 2007-03-14 → 2008-10-15
  Nrp Financial, Inc.
  Minneapolis, MN
  Golden Valley, MN
  Bryan, OH
• 2003-07-21 → 2003-07-21
  Wells Fargo Advisors Financial Network, Llc
  Seattle, WA

Other Businesses

1. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR START DATE: 1/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICING, MARKETING, SALES; 2. NAME: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT START DATE: 6/2000 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE;

Exams

• S66 Uniform Combined State Law Examination
  2007-01-30
• S63 Uniform Securities Agent State Law Examination
  1992-01-10

Other Names

• Jim Mcdonald