Capital Investment Counsel Inc
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About this Advisor
Cornelius Mcdonald is a certified financial planner whose office is in Raleigh, North Carolina. Currently an advisor with Capital Investment Counsel Inc, they have accumulated a notable 34 years of work experience. Mcdonald maintains a Series 63 license, which qualifies them as a securities broker. Mcdonald can serve clients in North Carolina. During their career, Mcdonald has held roles at Capital Investment Counsel, Inc, Capital Investment Group, Inc, Capital Investment Brokerage, Inc, Physicians Financial Services, Inc and The Wealth Group, LTD. Capital Investment Counsel Inc is based out of Raleigh, North Carolina. In aggregate, Capital Investment Counsel Inc oversees $312 million in assets throughout 786 accounts and employs 11 staff members. The level of assets currently under the firm's management makes it one of the mid-sized investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 18% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Capital Investment Counsel Inc provides financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Capital Investment Counsel Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cornelius Mcdonald Work History
Cornelius has 34 years of experience.
The Wealth Group, LTD
Capital Investment Brokerage, Inc
Capital Investment Counsel, Inc
Capital Investment Group, Inc
Physicians Financial Services, Inc
Cornelius Mcdonald has no disclosures.
Please visit their SEC profile for more details.