Charles McDonald has been an investment adviser representative at First Advisors National since January 2013, and is not listed among the firm’s executive officers or direct owners.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
Charles McDonald’s longest registration is the current one, 13 years at First Advisors National since 2013. Before joining First Advisors National in 2013, Charles McDonald was registered through Cherry Investment Advisors, LTD.
- First Advisors National, LLCCurrent– present · 13 yearsMurfreesboro, TN · Adviser representative · Firm CRD 166212
- Cherry Investment Advisors, LTD.– · 2 yearsDallas, TX · Adviser representative · Firm CRD 149347
Investment adviser representative registrations
Charles McDonald is registered as an investment adviser representative in 2 states. The first approvals date from January 2013; the most recent is Kentucky, in June 2025.
- KentuckySince 18 June 2025
- TennesseeSince 4 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 December 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Charles Frederick McDonald
- CRD
- 5755436
- Firm
- First Advisors National · CRD 166212
- Office
- Murfreesboro, TN
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles McDonald work?
Charles McDonald is an investment adviser representative registered through First Advisors National, LLC since January 2013, and is not listed among the firm’s executive officers or direct owners.
Is Charles McDonald a financial advisor?
Yes. Charles McDonald has a current investment-adviser registration in Kentucky and Tennessee, through First Advisors National since January 2013.
How many years of experience does Charles McDonald have?
Charles McDonald has 16 years in the financial industry, since February 2010, across 2 adviser firms.
What exams has Charles McDonald passed?
Charles McDonald passed the Series 65 in December 2009.
Where did Charles McDonald work before First Advisors National?
Before First Advisors National, Charles McDonald was registered through Cherry Investment Advisors, LTD., February 2010 to December 2012.
Where is Charles McDonald based?
Charles McDonald’s registered office is in Murfreesboro, TN.
Is Charles McDonald registered with FINRA?
No. Charles McDonald has no current broker registration.
How can I verify Charles McDonald’s record?
Search CRD 5755436 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles McDonald’s full registration record.
