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MM

Michael J. Mcdonald

LINCOLN FINANCIAL DISTRIBUTORS
RADNOR, PA 19087
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CRD#: 4707646
MM
Michael John McdonaldLINCOLN FINANCIAL DISTRIBUTORS

Professional summary


Michael John Mcdonald, who also goes by Michael John Mcdonald Jr, is a registered financial professional currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Radnor, Pennsylvania.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2003. Michael has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases


Michael John Mcdonald Jr

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) - BD


Click below to view Michael John Mcdonald's CRS (Customer Relationship Summary).

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


Current

August 25, 2026 - Present

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Office #1: 130 N Radnor-chester Rd, Radnor, PA 19087
BD
CRD#: 145
RADNOR, PA
Past

August 25, 2025 - August 28, 2026

HARTFORD FUNDS

RIA
CRD#: 147746
WAYNE, PA
Past

August 25, 2025 - August 28, 2026

HARTFORD FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45995
Wayne, PA
Past

April 20, 2020 - October 31, 2024

NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST

RIA
CRD#: 105390
PHILADELPHIA, PA
Past

June 19, 2012 - April 20, 2020

DELAWARE CAPITAL MANAGEMENT ADVISERS, INC

RIA
CRD#: 152237
PHILADELPHIA, PA
Past

June 19, 2012 - October 31, 2024

DELAWARE DISTRIBUTORS, L.P.

BD
CRD#: 14232
PHILADELPHIA, PA
Past

August 15, 2008 - July 9, 2012

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
PHILADELPHIA, PA
Past

January 17, 2008 - July 9, 2012

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

November 4, 2003 - October 23, 2007

DIRECTED SERVICES LLC

BD
CRD#: 21675
WEST CHESTER, PA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(8/25/2026)

Exams


What does exam status mean?
State Security Law Exam
PR
Series 65
Status Unavailable
Passed: 8/14/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 1/8/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 5/8/2008
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LINCOLN FINANCIAL DISTRIBUTORS, INC.
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CG EQUITY SALES COMPANY | SAGEMARK CONSULTING, INC. | LINCOLN FINANCIAL DISTRIBUTORS, INC. | CIGNA SECURITIES, INC. | CIGNA FINANCIAL ADVISORS,INC.

CRD#: 145 / SEC#: , 8-13431

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
130 N Radnor-chester Rd, Radnor, PA 19087
Mailing Address
130 N Radnor-chester Rd, Radnor, PA 19087
Phone number
(484) 583-6000
Established
Connecticut since 08/03/1967
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYSHAREHOLDER
CHRYSSIKOS, PAUL TELEMACSENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER7263748
FALLER, DANIEL TSENIOR VICE PRESIDENT, HEAD OF LFD FINANCE6006570
GIBSON, JASON MICHAELVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION3081880
KENNEDY, JOHN CHRISTOPHERPRESIDENT AND CHIEF EXECUTIVE OFFICER2213083
NEPA, JARED M.SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION5157819
OMORUYI, MEGAN VOGTAVP, FINANCIAL AND OPERATIONS PRINCIPAL7803022
SEIFERT, TIMOTHY JOHNSENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION1577571

Disclosures


Regulatory Event3

Red Flags


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

Company Information


LINCOLN FINANCIAL DISTRIBUTORS, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145Radnor, PA 19087

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