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David Alan McDonald

Lake Street Capital Markets, LLC

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About David Alan McDonald

David McDonald is a financial professional with over 20 years of experience in the industry. David is currently registered with Lake Street Capital Markets, LLC, and previously held positions at Craig-Hallum Capital Group LLC, Cain Brothers & Company, LLC, Dougherty & Company LLC, RBC Capital Markets Corporation, RBC Dain Rauscher Inc., Wessels, Arnold & Henderson, L.P., and Adams, Harkness & Hill, Inc.

Firm Information

David McDonald is currently registered with Lake Street Capital Markets, LLC. Lake Street Capital Markets, LLC is a Limited Liability Company formed in May 2012. The firm is registered with the Securities and Exchange Commission and is also registered in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

26

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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David McDonald’s Registration & Firm History

CA

02/20/2015 - Present

Lake Street Capital Markets, LLC (LOS ANGELES CA)

MN

06/26/2007 - 11/24/2008

CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)

NY

10/13/2005 - 06/07/2007

CAIN BROTHERS & COMPANY, LLC (NEW YORK NY)

MN

08/16/2005 - 10/12/2005

DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)

NY

02/06/2004 - 01/31/2005

RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)

NY

10/25/2000 - 02/06/2004

RBC DAIN RAUSCHER INC. (NEW YORK NY)

NA

11/13/1992 - 09/08/1994

WESSELS, ARNOLD & HENDERSON, L.P.

NA

05/25/1983 - 05/09/1986

ADAMS, HARKNESS & HILL, INC.

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Licenses & Designations

BC

Issued 02/23/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2015

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 02/20/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 10/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Alan McDonald.
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