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Cornelius Trawick Mcdonald

THE WEALTH GROUP, LTD·RALEIGH, North Carolina
SIE, Series 7, Series 27, Series 63, Series 99TOCFPClean record22 years registeredTHE WEALTH GROUP, LTD
100 E. SIX FORKS ROAD, RALEIGH, NC 27609CRD# 1288377Firm CRD# 154106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cornelius Trawick Mcdonald · RALEIGH, NC
Registration
CRD #1288377 · THE WEALTH GROUP, LTD · 22 years registered
Brand Profile
Not yet started
01

Career History

PHYSICIANS FINANCIAL SERVICES, INC.
Feb 2021 – present
THE WEALTH GROUP, LTD
Jul 2019 – present
CAPITAL INVESTMENT COUNSEL INC
Mar 2004 – Mar 2021
Raleigh, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 63
Series 99TO
Registration record
First registered · March 12, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE WEALTH GROUP, LTD
CRD 154106 · SEC 801-128145
AUM
$248M
Regulatory assets under management
Employees
11
519 client accounts
Services offered by THE WEALTH GROUP, LTD
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE WEALTH GROUP, LTD →
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05

Frequently Asked Questions

What services does Cornelius Trawick Mcdonald offer?
Cornelius Trawick Mcdonald specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Cornelius Trawick Mcdonald's credentials?
Cornelius Trawick Mcdonald holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Cornelius Trawick Mcdonald located?
Cornelius Trawick Mcdonald is based in RALEIGH, North Carolina, working with THE WEALTH GROUP, LTD. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Cornelius Trawick Mcdonald charge for services?
Cornelius Trawick Mcdonald's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE WEALTH GROUP, LTD?
THE WEALTH GROUP, LTD has approximately 11 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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