Mcdavid & Company Wealth Management Services

Mcdavid & Company Wealth Management Services (CRD# 142187) is a financial advisory firm headquartered in Gainesville, FL. They manage $15,415,112 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $190,310
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Mcdavid & Company Wealth Management Services
Showing 1 - 1 of 1 top financial advisors.
1
William F. McDavid
CRD#: 4561243
4711 Nw 53 Avenue, Gainesville, FL 32653
93
Wealthminder
score

William McDavid (CRD# 4561243) is an Investment Advisor Representative working at Mcdavid & Company Wealth Management Services in Gainesville, FL and has over 12 years of experience in the finance industry.

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