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Brian Peter McDonald

Houlihan Lokey Capital, Inc.

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About Brian Peter McDonald

Brian McDonald is a financial professional with over 29 years of experience in the industry. Brian currently works for Houlihan Lokey Capital, Inc., having joined the firm in 2002. Prior to joining Houlihan Lokey, Brian worked for Goldman, Sachs & Co. and Salomon Brothers Inc. Brian is registered with the state of New York. Brian holds the Series 7, 24, 63, 79TO and SIE licenses.

Firm Information

Brian McDonald is currently registered with Houlihan Lokey Capital, Inc.. Houlihan Lokey Capital, Inc. is a Corporation formed on January 9, 1996, and is registered in all 50 states and the District of Columbia. The firm has been approved for registration with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

651

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brian McDonald’s Registration & Firm History

NY

06/06/2002 - Present

Houlihan Lokey Capital, Inc. (NEW YORK NY)

NY

05/01/1997 - 12/19/2001

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

09/09/1996 - 04/17/1997

SALOMON BROTHERS INC. (NEW YORK NY)

NY

11/25/1992 - 07/19/1995

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2018

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Peter McDonald.
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