CARL BRANDT MCDONALD is an investment adviser representative (IAR) with state registration records since 1999, appearing at 4 firms. Currently registered with INVISTA ADVISORS, WAVERLY ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WAVERLY ADVISORS, LLC | 2026-07-24 | present | Yes |
| INVISTA ADVISORS | 2016-07-07 | present | Yes |
| LPL FINANCIAL LLC | 2007-04-02 | 2017-01-19 | — |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | 1999-05-18 | 2007-04-04 | — |