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David G. Mcdonald

Some features on this profile are disabled
CRD#: 2005717
DM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Gilroy Mcdonald was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1989. David had worked at 8 firms and has passed the Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

November 5, 2013 - December 31, 2017

MCDONALD & COMPANY LLC

RIA
CRD#: 168445
MEMPHIS, TN
Past

March 17, 2005 - June 14, 2013

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
MEMPHIS, TN
Past

March 16, 2005 - June 14, 2013

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
MEMPHIS, TN
Past

January 3, 2005 - February 11, 2005

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
ATLANTA, GA
Past

January 3, 2005 - February 11, 2005

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

January 7, 2004 - January 3, 2005

NCF FINANCIAL SERVICES, INC.

RIA
CRD#: 120471
MEMPHIS, TN
Past

November 17, 2003 - January 3, 2005

NCF FINANCIAL SERVICES, INC.

BD
CRD#: 120471
DURHAM, NC
Past

September 17, 2003 - October 20, 2003

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
BIRMINGHAM, AL
Past

January 2, 2002 - September 5, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

December 20, 1994 - January 2, 2002

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA
Past

July 31, 1993 - December 20, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

November 21, 1989 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 12/8/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 12/18/1989
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/1989
General Securities Representative Examination

Current Firm

M&
MCDONALD & COMPANY LLC
MCDONALD & COMPANY LLC

CRD#: 168445 / SEC#:

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Contact information

Main Address
6000 Poplar Ave. Suite 250, Memphis, TN 38119
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MCDONALD & COMPANY LLC

CRD#: 168445

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