Mary R. Macdonald

PERSONAL PATH FINANCIAL PLANNING

Hillsborough, NC

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CRD#: 2184679

Professional summary

Mary Robey Macdonald, who also goes by Mary Christine Robey, Mary Christine Robey-macdonald, is a registered financial advisor currently at PERSONAL PATH FINANCIAL PLANNING located in Hillsborough, North Carolina.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Mary has worked at 3 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Christine Robey | Mary Christine Robey-Macdonald

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mary R. Macdonald is licensed to sell life and health insurance, which would allow her to engage in product sales with our clients, for which she would receive additional compensation. As a fee-only advisor, Ms. Macdonald will not receive any commissions through life or health insurance sales. Ms. Macdonald's intent in continuing to hold these licenses is to maintain educational requirements for the benefit of clients. This activity accounts for less than 5% of her time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Robey Macdonald's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 5, 2017 - Present

PERSONAL PATH FINANCIAL PLANNING

RIA

CRD#: 289380

Hillsborough, NC

Past

May 13, 2014 - August 27, 2015

TD PRIVATE CLIENT WEALTH LLC

RIA

CRD#: 164484

ASHEVILLE, NC

Past

April 1, 2014 - August 27, 2015

TD PRIVATE CLIENT WEALTH LLC

CRD#: 164484

ASHEVILLE, NC

Past

March 20, 2008 - September 18, 2008

OAK VALUE CAPITAL MANAGEMENT, INC

RIA

CRD#: 106803

DURHAM, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(9/5/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/13/2014

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/9/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/27/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/1/2014

General Securities Representative Examination

Current Firm

PERSONAL PATH FINANCIAL PLANNING

MACDONALD, MARY ROBEY | PERSONAL PATH FINANCIAL PLANNING

CRD#: 289380 / SEC#:

North Carolina

Registered Investment Advisory firm - (9/5/2017 Approved)

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Contact information

Main Address

Hillsborough, NC

Mailing Address

P.o. Box 72821, Durham, NC 27722

Phone number

(919) 797-9343

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mary R. Macdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Robey Macdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSONAL PATH FINANCIAL PLANNING

TD PRIVATE CLIENT WEALTH LLC

TD PRIVATE CLIENT WEALTH LLC

OAK VALUE CAPITAL MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/13/2014

Series 65

Date: 2/9/1995

SIE

Date: 8/27/2015

Series 7

Date: 4/1/2014

Current Firm

PERSONAL PATH FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

PERSONAL PATH FINANCIAL PLANNING

TRUST BUT VERIFY

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