William F. Mcdavid
Professional summary
William Franklin Mcdavid, who also goes by Bill F Mcdavid, William Franklin Mcdavid, is a registered financial advisor currently at MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES 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 2 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Franklin Mcdavid's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2004 - Present
MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES
Office #1: 2531 Nw 41st Street, Suite E, Gainesville, FL 32606-7490November 7, 2002 - December 19, 2003
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/4/2004)
Exams
Current Firm
MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES
CRD#: 142187 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 79 |
| AUM (Assets Under Management) | $ 26,425,921 |
Red Flags
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Company Information
MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES
CRD#: 142187Gainesville, FL 32606-7490TRUST BUT VERIFY
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