Sean McGillivrayCRD Number: 6135768
Current Firm: Kingsview Asset Management, LLC
Sean McGillivray (CRD# 6135768) is an Investment Advisor Representative working at Kingsview Asset Management, LLC in Grants Pass, OR and has over 3 years of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Cetera Advisor Networks LLC
Raymond James Financial Services Advisors, Inc.
|Kingsview LLC||Grants Pass, OR||Oct 2013 - Current||3|
|Great Pacific Capital Management LLC||Grants Pass, OR||Mar 2009 - Current||7|
|Great Pacific Wealth Management||Grants Pass, OR||Oct 2012 - Oct 2013||1|
|Great Pacific Trading Company||Grants Pass, OR||Dec 2004 - Oct 2013||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management187MILLIONS
Total Number of Accounts2,165ACCOUNTS
Average Account Value$86,423
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, IA, IL, IN, MI, MN, NC, ND, NJ, NM, OH, OR, PA, SC, SD, TX, UT, VA, WA, WI