Randall McDole

 

Part 2B of Form ADV: Brochure Supplement

Randall Allen McDole

Investment Adviser Representative

MD Investment Advisors

207 Ocean Blvd

Southern Shores, NC 27949

(410) 241-9072

rmcdole@mdinvestmentadvisors.com

• ITEM 2: EDUCATION AND BACKGROUND

Born: 1965

Education:

BSEET Electronic Engineering, Devry Institute of Technology – 1986 MAS Business, Johns Hopkins University – 1990

Business Background:

2020 - Present                    Owner- McDole Consulting       McDole Consulting LLC

2015 - Present                     CFO - DGLT Incorporated

2011 - Present                      Investment Advisor Representative MD Investment Advisors

2010 - 2010                          Registered Representative Founders Financial Services

2005 - 2010                         Registered Representative Wallstreet*E Financial Services

1997 - 2020                         Owner- McDole Edge Corporation

• ITEM 3: DISCIPLINARY INFORMATION

 

 

There are no legal or disciplinary events that are material to a client's or prospective client's evaluation of this advisory business.         

 

 

• ITEM 4: OTHER BUSINESS ACTIVITIES

Randall Allen McDole is a licensed insurance agent and owner of McDole Edge Corporation, an independent insurance agency. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. MD Investment Advisors always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of MD Investment Advisors in their capacity as an insurance agent.

• ITEM 5: ADDITIONAL COMPENSATION

Other than salary, annual bonuses, regular bonuses, Randall Allen McDole does not receive any economic benefit from any person, company, or organization, in exchange for providing clients advisory services through MD Investment Advisors.

• ITEM 6: SUPERVISION

As a representative of MD Investment Advisors, Randall Allen McDole works closely with his supervisor, Matthew Alton Doyle, and all advice provided to clients is reviewed by the supervisor prior to implementation. Randall Allen McDole's contact information is on the cover page of this disclosure document.

• ITEM 7: REQUIREMENTS FOR STATE REGISTERED ADVISERS

This disclosure is required by Florida/Maryland securities authorities and is provided for your use in

evaluating this investment advisor representative's suitability.

• Randall Allen McDole has NOT been involved in any of the events listed below.

1. An award or otherwise being found liable in an arbitration claim alleging damages in excess of $2,500, involving any of the following:
   1. an investment or an investment-related business or activity;
   2. fraud, false statement(s), or omissions;
   3. theft, embezzlement, or other wrongful taking of property;
   4. bribery, forgery, counterfeiting, or extortion; or
   5. dishonest, unfair, or unethical practices.
2. An award or otherwise being found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following:
   1. an investment or an investment-related business or activity;
   2. fraud, false statement(s), or omissions;
   3. theft, embezzlement, or other wrongful taking of property;
   4. bribery, forgery, counterfeiting, or extortion; or
   5. dishonest, unfair, or unethical practices.

1. Randall Allen McDole has NOT been the subject of a bankruptcy petition at any time.