Norman McGill, financial advisor San Luis Obispo CA

Norman McGill

CRD Number: 5879422
Current Firm: Wacker Wealth Partners, LLC

Norman McGill (CRD# 5879422) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has over 10 years of experience in the finance industry. Norman McGill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wacker Wealth Partners San Luis Obispo, CA Mar 2020 - Current 4
Parkside Advisors LLC Berkeley, CA Jul 2018 - Feb 2020 1
Grubman Wealth Management Berkeley, CA Feb 2016 - Jul 2018 2
Woodland Leishman & Assoc Santa Maria, CA Oct 2010 - Dec 2015 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Norman D. McGill
Phone Number: 805-541-1308
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,027
    MILLIONS
  • Total Number of Accounts
    699
    ACCOUNTS
  • Average Account Value
    $1,469,665
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, OR, WA

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