Gavin McNally, financial advisor North Palm Beach FL

Gavin McNally

CRD Number: 3193647
Current Firm: Primoris Wealth Advisors, LLC

Gavin McNally (CRD# 3193647) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in North Palm Beach, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Primoris Capital Management, LLC Palm Beach Gardens, FL Oct 2016 - Jun 2017 < 1
J.p. Morgan Securities Inc. Palm Beach, FL Jun 2010 - Jul 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S65 NASAA Investment Advisors Law Examination Oct 2016
Contact Info for Gavin A. McNally
Phone Number: 561-296-0796
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    176
    MILLIONS
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $380,388
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CT, FL, HI, MA, NY, TX

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