Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Theron McDonald is a financial advisor with over 28 years of experience in the financial industry. Roger is a registered representative with LPL Financial LLC, where he has been working since February 2025. Roger's experience includes prior roles with Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Centennial Capital Management, Inc., Cadaret, Grant & Co., Inc., and Canada Life of America Financial Services, Inc.. Roger is licensed to offer financial advice in several states, including North Carolina, Texas, Colorado, Florida, Pennsylvania, South Carolina, Tennessee, and Washington. Roger is dedicated to helping clients reach their financial goals and provides a range of services including financial planning, portfolio management, and investment consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
02/11/2025 - Present
LPL Financial LLC (CHARLOTTE NC)
NC
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CHARLOTTE NC)
NY
11/07/2000 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
GA
09/26/1997 - 11/29/2000
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
NY
11/25/1994 - 09/30/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CO
10/14/1994 - 03/10/1997
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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