George McVey (CRD# 2761754) is an Investment Advisor Representative working at Pinnacle Associates, Ltd. in Richmond, VA and has over 26 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Associates, Ltd | Richmond, VA | May 2023 - Current | < 1 |
| Investment Management Of Virginia, LLC | Richmond, VA | Jul 2000 - Current | 23 |
| Investment Management Of Virginia, LLC | Richmond, VA | Apr 2012 - Dec 2016 | 4 |
| Dynamis Advisors, LLC | Charlottesville, VA | Jul 2000 - May 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
- VA
-
Total Assets Under Management8,136MILLIONS
-
Total Number of Accounts6,144ACCOUNTS
-
Average Account Value$1,324,160
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
AZ, CA, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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