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
Mcdavid & Company Wealth Management Services
By the Numbers
-
Total Assets Under Management24MILLION
-
Total Number of Accounts83ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Mcdavid & Company Wealth Management Services
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.