Mcdavid & Company Wealth Management Services

Mcdavid & Company Wealth Management Services (CRD# 142187) is a financial advisory firm headquartered in Gainesville, FL. They manage $24,029,018 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2531 Nw 41st Street, Suite E, Gainesville, FL 32606
https://www.mcdavidadvisors.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $289,506
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
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 McDavid, financial advisor Gainesville FL
William F. McDavid
CRD#: 4561243
2531 Nw 41st Street, Suite E, Gainesville, FL 32606

William McDavid (CRD# 4561243) is an Investment Advisor Representative working at Mcdavid & Company Wealth Management Services in Gainesville, FL and has over 20 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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