Tyrel McDonald (CRD# 6414351) is an Investment Advisor Representative working at Lpl Financial LLC in Bozeman, MT and has over 9 years of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Bozeman, MT | Jul 2021 - Current | 2 |
| Ty And Jyll Mcdonald | Bozeman, MT | Dec 2019 - Jul 2021 | 1 |
| Down Home Financial Strategies LLC | Bozeman, MT | Mar 2019 - Jul 2021 | 2 |
| Montana Stockgrowers Foundation | Helena, MT | Aug 2018 - Jul 2021 | 2 |
| Montana Feed Association | Miles City, MT | Apr 2017 - Jul 2021 | 4 |
| Waddell & Reed, Inc. | Bozeman, MT | Nov 2014 - Jul 2021 | 6 |
| Merimac Cattle Company | Geyser, MT | Jan 1990 - Jul 2021 | 31 |
| Verified Beef | Bozeman, MT | Aug 2011 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- MT
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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