Mcdavid & Company Wealth Management Services
Mcdavid & Company Wealth Management Services (CRD# 142187) is a financial advisory firm headquartered in Gainesville, FL. They manage $16,797,773 in 78 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$215,356
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
William McDavid (CRD# 4561243) is an Investment Advisor Representative working at Mcdavid & Company Wealth Management Services in Gainesville, FL and has over 14 years of experience in the finance industry.