JAMES DEAN MCDONALD is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2021-11-09 | present | Yes |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 2014-12-22 | 2014-12-31 | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 2014-12-22 | 2022-01-06 | — |
| FINANCIAL ADVOCATES ADVISORY SERVICES | 2014-01-28 | 2014-12-31 | — |
| LPL FINANCIAL LLC | 2010-11-30 | 2017-03-02 | — |
| NRP ADVISORS, INC. | 2008-03-04 | 2010-11-30 | — |
| NRP FINANCIAL, INC. | 2007-03-14 | 2008-10-15 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2003-07-21 | 2003-07-21 | — |