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Devin J
Series 63, Series 66
Loveland, CO
LPL Financial
Devin Jones is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2007 and was previously with Cetera Investment Services LLC for one year. Devin also operates a business under the name MacDonald Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a large network of advisors.
James M
Series 66, Series 63
Loveland, CO
LPL Financial
James Macdonald is a financial advisor at LPL Financial with three years of industry experience. He holds Series 66 and Series 63 registrations and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and third-party asset management, supported by advisor-facing tools and overseeing more than $819 billion in discretionary assets.
Rachel C
Series 66
Loveland, CO
LPL Financial
Rachel Congleton is a Series 66-licensed financial advisor at LPL Financial with three years of industry experience. Her prior roles include positions at Edward Jones and Wealth Strategies. She has also been involved with Cultivating Hope DBA Hope Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and diverse advisory strategies.
Andrew M
Series 63, Series 65
Loveland, CO
LPL Financial
Andrew Macdonald is a financial advisor with LPL Financial in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Linsco Private Ledger since 2001. Outside of his advisory work, he owns several businesses including Macdonald Construction, Macdonald Helicopter, and Horseshoe Farms, which sells produce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to model portfolios and third‑party asset managers.
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