James T. Macdonald
Professional summary
James Thomas Macdonald, CFP®, who also goes by James Macdonald, is a registered financial advisor currently at GETTINGS BUSCH WEALTH MANAGEMENT located in Lafayette, Indiana.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. James has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Thomas Macdonald's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1993
Experience
January 2, 2020 - Present
GETTINGS BUSCH WEALTH MANAGEMENT
Office #1: 672 Main Street Suite 300, Lafayette, IN 47901January 20, 2006 - December 31, 2019
CREATIVE FINANCIAL DESIGNS, INC.
December 14, 2005 - December 31, 2019
CFD INVESTMENTS, INC.
March 13, 2003 - December 8, 2005
RCO ADVISORS, LLC
February 5, 1986 - November 16, 1990
LEHMAN BROTHERS INC.
Primary Firm SEC Registration
GETTINGS BUSCH WEALTH MANAGEMENT
CRD#: 306757 / SEC#: 801-117868
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2020)
(6/9/2020)
Exams
Current Firm
GETTINGS BUSCH WEALTH MANAGEMENT
CRD#: 306757 / SEC#: 801-117868
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,761 |
| AUM (Assets Under Management) | $ 444,067,799 |
Red Flags
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Company Information
GETTINGS BUSCH WEALTH MANAGEMENT
CRD#: 306757Lafayette, IN 47901TRUST BUT VERIFY
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