Cornelius McDonald, financial advisor Raleigh NC

Cornelius McDonald

CRD Number: 1288377
Current Firm: Physicians Financial Services, Inc.

Cornelius McDonald (CRD# 1288377) is an Investment Advisor Representative working at Physicians Financial Services, Inc. in Raleigh, NC and has over 39 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.

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Professional Designations
Company Name Location Dates Years
The Wealth Group, Ltd Raleigh, NC Sep 2010 - Current 13
Capital Investment Brokerage, Inc. Raleigh, NC Apr 1997 - Current 26
Capital Investment Group, Inc. Raleigh, NC Sep 1987 - Current 36
Physicians Financial Services, Inc. Raleigh, NC Jan 1984 - Current 40
Capital Investment Counsel, Inc. Raleigh, NC Sep 1987 - Feb 2021 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Cornelius T. McDonald
Phone Number: 919-863-2355
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    512
    ACCOUNTS
  • Average Account Value
    $597,744
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NC, VA

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