Richard Magill (CRD# 1889017) is an Investment Advisor Representative working at Onedigital Investment Advisors in Fort Lauderdale, FL and has over 26 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onedigital Investment Advisors LLC | Overland Park, KS | Oct 2020 - Current | 3 |
| Triad Advisors | Norcross, GA | Oct 2020 - Current | 3 |
| Onedigital | Fort Lauderdale, FL | Feb 2020 - Current | 4 |
| Service Planning Corporation | Ft Lauderdale, FL | Oct 1990 - Current | 33 |
| 20/20 Capital Management, Inc. | Costa Mesa, CA | Aug 2018 - Oct 2020 | 2 |
| 20/20 Financial Advisers Of Daytona Beach, Fl LLC | Daytona Beach, FL | Aug 2018 - Oct 2020 | 2 |
| Ameritas Investment Corp | Lincoln, NE | Nov 2003 - Oct 2020 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- FL
-
Total Assets Under Management107,102MILLIONS
-
Total Number of Accounts57,121ACCOUNTS
-
Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY
About Wealthminder
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 derived from SEC.gov data covering 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.
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.