Unclaimed Profile

Margaret Jane Macdonald

TRUSTCORE FINANCIAL SERVICES, LLC·BRENTWOOD, Tennessee

SIE, Series 7, Series 63CFPClean record22 years registeredTRUSTCORE FINANCIAL SERVICES, LLC

5314 MARYLAND WAY, BRENTWOOD, TN 37027-6219CRD# 2909753Firm CRD# 106522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Margaret Jane Macdonald · BRENTWOOD, TN

Registration

CRD #2909753 · TRUSTCORE FINANCIAL SERVICES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUSTCORE FINANCIAL SERVICES, LLC

CAPTRUST

Dec 2022 – Apr 2024

Brentwood, TN

TRUSTCORE FINANCIAL SERVICES, LLC

Feb 2004 – Mar 2023

BRENTWOOD, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · February 17, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUSTCORE FINANCIAL SERVICES, LLC

CRD 106522 · SEC 801-17538

AUM

$2.4B

Regulatory assets under management

Employees

7,758 client accounts

Services offered by TRUSTCORE FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUSTCORE FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Margaret Jane Macdonald offer?

Margaret Jane Macdonald specializes in Financial Planning, Investment Management, Retirement Planning.

What are Margaret Jane Macdonald's credentials?

Margaret Jane Macdonald holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Margaret Jane Macdonald located?

Margaret Jane Macdonald is based in BRENTWOOD, Tennessee, last registered with TRUSTCORE FINANCIAL SERVICES, LLC.

How does Margaret Jane Macdonald charge for services?

Margaret Jane Macdonald's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUSTCORE FINANCIAL SERVICES, LLC?

TRUSTCORE FINANCIAL SERVICES, LLC has approximately 46 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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