Joseph Carter Mcdonald

Employer firm

Capital Investment Advisors, LLC CRD 158055

$8.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING ENGAGEMENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → 09/2021
  Fidelity Brokerage Services
  Plano, TX
• 07/2018 → 09/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 09/2021 → 08/2024
  Unemployed
  Frisco, TX
• 08/2024 → Present
  Capital Investment Advisors
  Dallas, TX

Previous Registrations

• 2018-07-13 → 2021-10-01
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2004-01-29 → 2018-07-13
  Strategic Advisers Llc
  Plano, TX
  Plano, TX
• 2003-05-16 → 2004-01-20
  Charles Schwab & Co., Inc.
  Frisco, TX
• 2000-05-22 → 2003-01-15
  Strategic Advisers Llc
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-01
• S66 Uniform Combined State Law Examination
  2000-03-22
• S63 Uniform Securities Agent State Law Examination
  1993-07-07

Other Names

• Jody Mcdonald
• Jody Mcdonald