Brightview Financial Solutions

Brightview Financial Solutions (CRD# 300080) is a financial advisory firm headquartered in Redwood City, CA. They manage $32,155,430 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2665 Carolina Ave, Redwood City, CA 94061
https://www.linkedin.com/in/sheila-mcginn-cfp%c2%ae-5391ab1/
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $466,021
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Brightview Financial Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Sheila McGinn, financial advisor Redwood City CA
Sheila M. McGinn
CRD#: 6728493
2665 Carolina Ave, Redwood City, CA 94061

Sheila McGinn (CRD# 6728493) is an Investment Advisor Representative working at Brightview Financial Solutions in Redwood City, CA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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