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Cornelius Trawick McDonald

President/Chief Compliance OfficerThe Wealth Group, LtdCRD 1288377

About Cornelius Trawick McDonald

Cornelius Trawick McDonald is listed as President/Chief Compliance Officer at The Wealth Group, Ltd in Raleigh, NC. Form ADV reports a beneficial ownership band of Over 75%. Cornelius Trawick McDonald is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of The Wealth Group, Ltd
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Cornelius Trawick McDonald work?

Cornelius Trawick McDonald is listed as President/Chief Compliance Officer at The Wealth Group, Ltd on SEC Form ADV.

How much of The Wealth Group, Ltd does Cornelius Trawick McDonald own?

Form ADV reports a beneficial ownership band of Over 75%.

The Wealth Group, Ltd

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2004
View The Wealth Group, Ltd →

Physicians Financial Services, Inc.

TitlePresident, Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since1987
View Physicians Financial Services, Inc. →