RIA Intelligence

PHYSICIANS FINANCIAL SERVICES, INC.

CRD #118519 SEC #801-66583 RALEIGH, NC 919-863-2355
SEC Registered
Total AUM
$431.8M
Discretionary
$429.3M
Employees
6
Clients
0
Accounts
555

Firm Details

Organization Type
Corporation
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
MCDONALD, CORNELIUS, TRAWICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 30, 2025 REGISTERED

Notice Filings (2)

NC VA

Address

100 E. SIX FORKS ROAD
SUITE 200
RALEIGH, NC 27609
United States
Phone: 919-863-2355