Margaret Macdonald, financial advisor Brentwood TN

Margaret Macdonald

CRD Number: 2909753
Current Firm: Captrust

Margaret Macdonald (CRD# 2909753) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 26 years of experience in the finance industry. Margaret Macdonald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Capfinancial Partners Llc (captrust) Raleigh, NC Dec 2022 - Current 1
Capfinancial Securities LLC Raleigh, NC Dec 2022 - Current 1
Rose Immigration Law Firm Nashville, TN Dec 1996 - Current 27
Trustcore Financial Services LLC Brentwood, TN Jun 1997 - Dec 2022 25
Trustcore Investments, Inc. Brentwood, TN Jun 1997 - Dec 2020 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
Contact Info for Margaret J. Macdonald
Phone Number: 919-870-6822
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    714,588
    MILLIONS
  • Total Number of Accounts
    76,254
    ACCOUNTS
  • Average Account Value
    $9,371,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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