Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Frederick McDonald is an investment advisor representative at First Advisors National, LLC. He has been in the industry since January 2010. Charles is registered with the state of Tennessee as an investment advisor representative and has passed the Series 65 exam. Charles specializes in retirement planning, financial planning, and the selection of other advisors. First Advisors National, LLC is an investment advisor headquartered in Atlanta, Georgia. The firm specializes in retirement planning, financial planning, and portfolio management for individuals. The firm has over 448 million in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
1
2
TN
01/04/2013 - Present
First Advisors National, LLC (MURFREESBORO TN)
IA
Issued 12/23/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Charles McDonald is the right advisor for you? Invested Better is here to help.
