Paul Cameron Macdonald

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2015 → 04/2023
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 07/2004 → Present
  Pgi Financial Services, Inc.
  Charleston, SC
• 04/2023 → Present
  Ae Wealth Management
  Topeka, KS
• 10/2025 → Present
  Book Sales
  Charleston, SC

Previous Registrations

• 2015-01-05 → 2023-04-10
  Money Concepts Capital Corp
  Mount Pleasant, SC
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Charleston, SC
  Charleston, SC
• 2011-06-02 → 2014-12-31
  Capital Synergy Partners
  Mt. Pleasant, SC
  Irvine, CA
  Mt. Pleasant, SC
• 2006-01-10 → 2010-12-31
  Financial West Group
  Mt. Pleasant, SC
  Mt. Pleasant, SC
  Irvine, CA
  Mt. Pleasant, SC
• 2002-07-31 → 2003-12-31
  Cambridge Investment Research, Inc.
  Tustin, CA

Other Businesses

1.PGI FINANCIAL SERVICES, INC, INVESTMENT RELATED; 2467 SAVANNAH HWY; SUITE 520, CHARLESTON, SC 29414; LIFE INSURANCE, SALES, FIXED INSURANCE SALES; PRESIDENT, START DATE: 07/2004, 104 HOURS PER MONTH/96 HOURS PER MONTH DURING TRADING HOURS; INSURANCE SALES 2.HUMAC INVESTMENTS LLC, INVESTMENT REALTED; 2467 SAVANNAH HWY; SUITE 520; CHARLESTON, SC 29414; REAL ESTATE HOLDING COMPANY; MANAGING GENERAL PARTNER; START DATE: 12/2008, 5 HOUR PER MONTH DURING MARKET HOURS/5 HOURS DURING TRADING HOURS; OVERSEE REAL ESTATE PORTFOLIO 3.BOOK SALES; Non Investment related; 2467 Savannah Hwy., Ste 520, CHARLESTON SC 29414; Author; Author of a book; START DATE: 10/16/2025; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0; Author 4.)Estate planning document services; Non Investment Related; 2467 Savannah Highway, Suite 520, Charleston SC 29414; Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents utilizing welath.com, Start Date: 01/01/2026; Approx hours per month: 10, Approx. Hours during trading: 10

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1994-12-16

Designations

• Chartered Financial Consultant

Other Names

• Mac Macdonald