CM
CM

Charles Frederick Mcdonald

15 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

Murfreesboro, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
First Advisors National, LLC
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Cherry Investment Advisors, LTD.
February 2010 - December 2012 · 2 yrs 10 mos
State Registrations2 states
KYTN
Advisor
Exams
No exam information available for this advisor.
Charles Frederick Mcdonald - Financial Advisor | TrueAdvisor