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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dean McDonald is a financial advisor with over 27 years of experience in the industry. James is currently registered with Sageview Advisory Group, LLC and is also active in the state of Minnesota as an investment advisor representative. James has a history of working with various firms, including TRIAD ADVISORS LLC, LPL FINANCIAL LLC, and NRP FINANCIAL, INC. James holds the Series 66, Series 63, Series 26, SIE, and Series 7 licenses. James has experience in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
11/09/2021 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
MN
02/23/2017 - 12/31/2021
TRIAD ADVISORS LLC (Golden Valley MN)
MN
11/30/2010 - 03/02/2017
LPL FINANCIAL LLC (GOLDEN VALLEY MN)
MN
12/15/2006 - 11/30/2010
NRP FINANCIAL, INC. (GOLDEN VALLEY MN)
MN
04/28/2005 - 11/30/2006
FINANCIAL TELESIS INC (MINNEAPOLIS MN)
MO
08/13/2003 - 03/16/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NY
03/02/1998 - 09/25/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
02/07/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
05/06/1996 - 02/14/1997
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
MN
08/23/1991 - 07/13/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/23/1991 - 07/13/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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