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Cornelius Trawick Mcdonald

THE WEALTH GROUP, LTD·RALEIGH, North Carolina
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100 E. SIX FORKS ROAD, RALEIGH, NC 27609CRD# 1288377Firm CRD# 154106
01

About

Cornelius Trawick Mcdonald is a registered financial advisor based in RALEIGH, North Carolina, affiliated with THE WEALTH GROUP, LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE WEALTH GROUP, LTD
THE WEALTH GROUP, LTD
AUM
$248M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at THE WEALTH GROUP, LTD →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1288377
Firm CRD# 154106
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
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Research
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