AM
Andrew P. Mcvay
AVALON FINANCIAL ADVISORS
Laguna Hills, CA 92653
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CRD#: 5565646
AM
Professional summary
Andrew Phillip Mcvay is a registered financial advisor currently at AVALON FINANCIAL ADVISORS located in Laguna Hills, California.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Andrew has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 other business: McVay Tax & Financial, LLC Investment related or not: Not investment related Address of other business: 23272 Mill Creek Dr - Ste 205, Laguna Hills, CA 92653 Nature of other business: Tax return preparation, tax and general (non-investment related) financial advice to individuals, trusts and businesses Position: Partner with spouse Title: Partner Start date of other business: October 2011 Approximate hours per month devoted to other business: 140 # of hours devoted to other business during securities trading hours: 2 of 8 Other business duties: Tax return preparation & filing, non-investment related financial advisory services, administrative functions
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Phillip Mcvay's 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®
NoneExperience
Current
May 15, 2023 - Present
AVALON FINANCIAL ADVISORS
Office #1: 23272 Mill Creek Dr Ste 205, Laguna Hills, CA 92653RIA
CRD#: 147097
Laguna Hills, CA
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
California(5/15/2023)
Exams
Current Firm
AVALON FINANCIAL ADVISORS
AVALON FINANCIAL ADVISORS | MCVAY, ANDREW PHILLIP | MCVAY & ASSOCIATES
CRD#: 147097 / SEC#:
California
Registered Investment Advisory firm - (8/25/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
23272 Mill Creek Dr Ste 205, Laguna Hills, CA 92653
Mailing Address
Phone number
(949) 305-5565
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 3,898,124 |
Red Flags
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