Joan Magill, financial advisor New Concord OH
89 score

Joan Magill

CRD Number: 6163376
Current Firm: Primerica Advisors

Joan Magill (CRD# 6163376) is an Investment Advisor Representative working at Primerica Advisors in New Concord, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. New Concord, OH May 2013 - Current 3
Primerica Financial Services New Concord, OH Jul 2012 - Current 4
Opinions LLC Cleveland, OH Mar 2011 - Current 5
Various Mystery Shopping Company New Concord, OH Aug 2007 - Current 9
H& R Block Cambridge, OH Jan 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2014
Contact Info for Joan B. Magill
Phone Number: 800-544-5445
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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