James McGill, financial advisor Auburn Hills MI

James McGill

CRD Number: 2317309
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

James McGill (CRD# 2317309) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Auburn Hills, MI and has over 30 years of experience in the finance industry. James McGill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bank Of America,na Auburn Hills, MI Nov 2009 - Current 14
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rochester, MI Jan 1996 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for James S. McGill
Phone Number: 800-637-7455
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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