Lawrence J. Mcdonald
Professional summary
Lawrence Joseph Mcdonald JR, who also goes by Larry Mcdonald, Lawrence Mcdonald Jr, is a registered financial advisor currently at TRICORD INVESTMENT ADVISORS, INC. located in Kennesaw, Georgia.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lawrence has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Joseph Mcdonald JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 19, 2005 - Present
TRICORD INVESTMENT ADVISORS, INC.
Office #1: 1275 Shiloh Rd. Suite 3030, Kennesaw, GA 30144March 17, 2003 - August 2, 2005
USALLIANZ SECURITIES, INC.
January 4, 2001 - August 2, 2005
USALLIANZ SECURITIES, INC.
March 19, 1999 - December 31, 2000
WOODBURY FINANCIAL SERVICES, INC.
August 31, 1998 - March 19, 1999
VERAVEST INVESTMENTS, INC.
February 27, 1996 - June 22, 1998
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/19/2005)
Exams
Current Firm
TRICORD INVESTMENT ADVISORS, INC.
CRD#: 131613 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 5,600,000 |
Red Flags
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