Cornelius McDonaldCRD Number: 1288377
Current Firm: Capital Investment Counsel Inc.
Cornelius McDonald (CRD# 1288377) is an Investment Advisor Representative working at Capital Investment Counsel Inc. in Raleigh, NC and has over 33 years of experience in the finance industry. Cornelius McDonald 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.
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
Axa Advisors, LLC
|The Wealth Group, Ltd||Raleigh, NC||Sep 2010 - Current||7|
|Capital Investment Brokerage, Inc.||Raleigh, NC||Apr 1997 - Current||20|
|Capital Investment Counsel, Inc.||Raleigh, NC||Sep 1987 - Current||30|
|Capital Investment Group, Inc.||Raleigh, NC||Sep 1987 - Current||30|
|Physicians Financial Services, Inc.||Raleigh, NC||Jan 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
Total Assets Under Management223MILLIONS
Total Number of Accounts752ACCOUNTS
Average Account Value$297,089
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, NC, SC, TN, TX, VA