William F. Mcdavid

MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES

GAINESVILLE, FL 32606-7490

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CRD#: 4561243

Professional summary

William Franklin Mcdavid, who also goes by Bill Mcdavid, William F Mcdavid, William Franklin Mcdavid, is a registered financial advisor currently at MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES located in Gainesville, Florida and FLAVIN FINANCIAL SERVICES, INC. located in Gainesville, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. William has worked at 3 firms and has passed the Series 65 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Bill Mcdavid | William F Mcdavid | William Franklin Mcdavid

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF OBA: WILLIAM MCDAVID & CO., PA; ADDRESS OF OBA: GAINESVILLE, FL 32606; NATURE: CPA FIRM; INVESTMENT RELATED: NO; TITLE WITH OBA: PRESIDENT, CPA; DUTIES: TAX PREPARATION SERVICES, PUBLIC ACCOUNTING; START DATE: 1983; APPROX. NUMBER OF HOURS/MONTH: 30; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 30.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Franklin Mcdavid's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 4, 2004 - Present

MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES

Office #1: 2531 Nw 41st Street, Suite E, Gainesville, FL 32606-7490

RIA

CRD#: 142187

GAINESVILLE, FL

Current

September 23, 2026 - Present

FLAVIN FINANCIAL SERVICES, INC.

Office #1: 2531 Nw 41st Street Suite E, Gainesville, FL 32606

RIA

CRD#: 144473

GAINESVILLE, FL

Past

November 7, 2002 - December 19, 2003

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FLAVIN FINANCIAL SERVICES, INC.

FLAVIN FINANCIAL SERVICES, INC. | FLAVIN, NOONEY & PERSON, CPA WEALTH ADVISORS

CRD#: 144473 / SEC#: 801-129689

RIA

Registered Investment Advisory firm - (3/19/2024 Approved)

Florida

Registered Investment Advisory firm - (4/3/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/4/2004)

IAR

Texas
(9/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 1/21/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 11/6/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FLAVIN FINANCIAL SERVICES, INC.

FLAVIN FINANCIAL SERVICES, INC. | FLAVIN, NOONEY & PERSON, CPA WEALTH ADVISORS

CRD#: 144473 / SEC#: 801-129689

RIA

Registered Investment Advisory firm - (3/19/2024 Approved)

Florida

Registered Investment Advisory firm - (4/3/2024 Terminated)

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Contact information

Main Address

2200 S. Babcock Street, Melbourne, FL 32901

Mailing Address

Phone number

(321) 725-4700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

02 13 2026 FLA FORM ADV PART 2A AND 2B FINAL (2/13/2026)

Regulatory assets under management

Total Number of Accounts	459
AUM (Assets Under Management)	$ 204,988,428

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/24/2025	Cover Page	Report
09/27/2024	Cover Page	Report
03/16/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William F. Mcdavid

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Franklin Mcdavid's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES

FLAVIN FINANCIAL SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

FLAVIN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Passed: 1/21/2004

Series 6

Passed: 11/6/2002

Current Firm

FLAVIN FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FLAVIN FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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