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Charles Frederick Mcdonald

First Advisors National, LLC

Murfreesboro, TN

CRD 5755436

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Employer firm

First Advisors National, LLC CRD 166212

$506M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RETIREMENT PLANNING CONSULTATIONS

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

Current Employers
First Advisors National, Llc

1372 Peachtree Street Ne, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-06-18
TN RA APPROVED 2013-01-04
  • KY RA
    APPROVED
    Since 2025-06-18
  • TN RA
    APPROVED
    Since 2013-01-04

Branch Locations

Murfreesboro, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cherry Investment Advisors, Ltd. (149347) Dallas TX 01/2010 Present
  • 01/2010 → Present
    Cherry Investment Advisors, Ltd. (149347)
    Dallas, TX
Previous Registrations
  • 2010-02-17 → 2012-12-31
    Institute For Wealth Advisors, Inc.
    Denver, CO
    Murfreesboro, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-23
  • S65 Uniform Investment Adviser Law Examination
    2009-12-23

View on SEC IAPD

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