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David James McDonald

Lincoln Financial Distributors, Inc.

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About David James McDonald

David McDonald is a financial professional registered with Lincoln Financial Distributors, Inc. David holds the Series 6TO and SIE licenses. David joined the financial industry on February 22, 2024, and is based in Fort Wayne, Indiana.

Firm Information

David McDonald is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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

IN

02/22/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 02/22/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/26/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David James McDonald.
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