Mcgill Advisors, Inc.

Mcgill Advisors, Inc. (CRD# 111093) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,170,156,321 in 3,826 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,170
    MILLION
  • Total Number of Accounts
    3,826
    ACCOUNTS
  • Average Account Value
    $305,843
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AK, AL, CA, CO, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Mcgill Advisors, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Thomas W. Farmer
CRD#: 5232790
8816 Red Oak Blvd, Suite 260, Charlotte, NC 28217
96
Wealthminder
score

Thomas Farmer (CRD# 5232790) is an Investment Advisor Representative working at Mcgill Advisors, Inc. in Charlotte, NC and has over 9 years of experience in the finance industry. Thomas Farmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey A. Harrell
CRD#: 4207248
8816 Red Oak Blvd, Suite 260, Charlotte, NC 28217
96
Wealthminder
score

Jeffrey Harrell (CRD# 4207248) is an Investment Advisor Representative working at Mcgill Advisors, Inc. in Charlotte, NC and has over 16 years of experience in the finance industry.

3
Brett S. Miller
CRD#: 5413563
8816 Red Oak Blvd, Suite 260, Charlotte, NC 28217
96
Wealthminder
score

Brett Miller (CRD# 5413563) is an Investment Advisor Representative working at Mcgill Advisors, Inc. in Charlotte, NC and has over 9 years of experience in the finance industry. Brett Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kenneth W. Poe
CRD#: 4821463
8816 Red Oak Boulevard, Suite 260, Charlotte, NC 28217
96
Wealthminder
score

Kenneth Poe (CRD# 4821463) is an Investment Advisor Representative working at Mcgill Advisors, Inc. in Charlotte, NC and has over 12 years of experience in the finance industry. Kenneth Poe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
John K. McGill
CRD#: 4817103
8816 Red Oak Blvd, Suite 260, Charlotte, NC 28217
93
Wealthminder
score

John McGill (CRD# 4817103) is an Investment Advisor Representative working at Mcgill Advisors, Inc. in Charlotte, NC and has over 12 years of experience in the finance industry.

6
Eric A. Harbert
CRD#: 6138586
8816 Red Oak Blvd, Suite 260, Charlotte, NC 28217
90
Wealthminder
score

Eric Harbert (CRD# 6138586) is an Investment Advisor Representative working at Mcgill Advisors, Inc. in Charlotte, NC and has 1 year of experience in the finance industry. Eric Harbert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Robert V. Sytz
CRD#: 1258313
8816 Red Oak Blvd, Suite 260, Charlotte, NC 28217
86
Wealthminder
score

Robert Sytz (CRD# 1258313) is an Investment Advisor Representative working at Mcgill Advisors, Inc. in Charlotte, NC and has over 32 years of experience in the finance industry. Robert Sytz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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