Jacqueline McGinleyCRD Number: 7504797
Current Firm: The Ayco Company, LP
Jacqueline McGinley (CRD# 7504797) is an Investment Advisor Representative working at The Ayco Company, LP in Irving, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Goldman Sachs & Company, LLC||Dallas, TX||Feb 2022 - Current||1|
|2u||Lanham, MD||Nov 2021 - Feb 2022||< 1|
|Transpecos Banks, Ssb||San Antonio, TX||May 2021 - Jan 2022||< 1|
|Red Bull North America||San Antonio, TX||Oct 2020 - Nov 2021||1|
|Transpecos Banks, Ssb||San Antonio, TX||Aug 2020 - May 2021||< 1|
|Red Bull North America||San Antonio, TX||Jan 2020 - Oct 2020||< 1|
|Trinity University||San Antonio, TX||Aug 2016 - May 2020||3|
|Red Bull North America||San Antonio, TX||Aug 2018 - Jan 2020||1|
|Viper Oilfield Services||San Antonio, TX||Feb 2019 - May 2019||< 1|
|Trinity University||San Antonio, TX||Aug 2018 - Feb 2019||< 1|
|Willowbrook Interest, Ltd.||Houston, TX||May 2017 - Aug 2018||1|
|American Residential Services||Houston, TX||May 2017 - Aug 2017||< 1|
|H-e-b||Cypress, TX||Feb 2016 - Aug 2016||< 1|
|Tomball Memorial High School||Tomball, TX||Aug 2012 - Jun 2016||3|
|Fancy Dancer||Houston, TX||May 2014 - Aug 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2022|
Total Assets Under Management28,619MILLIONS
Total Number of Accounts68,279ACCOUNTS
Average Account Value$419,147
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.