Eric B. Mcginley

POV WEALTH LLC

Falls Church, VA

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CRD#: 6012402

Professional summary

Eric Bernard Mcginley is a registered financial advisor currently at POV WEALTH LLC located in Falls Church, Virginia.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Eric has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

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.

Eric McGinley, Sole Proprietor Position: Insurance Agent Nature: Insurance Sales Investment Related: Yes Hours: 30 Securities Trading Hours: 10 Start Date: 06/2009 Address: 2018 Dexter Drive, Falls Church, VA 22043 Eric McGinley, Sole Proprietor Position: Umpire : Address: 2018 Dexter Drive, Falls Church VA 22043 Start Date: 08/2012: I officiate Field Hockey and Lacrosse games: Non Investment Related Eric McGinley, Sole Proprietor Position: College Funding Specialist and Certified Student Loan Professional - help people with large student loans lower their repayment and maximizing their forgiveness if appropriate and helping parents find the maximum scholarships from Colleges and minimize cost of going to College: Investment Related: 10 hours devoted during securities trading hours. Start Date: 01/2020 Address: 2018 2018 Dexter Drive, Falls Church, VA 22043

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Bernard Mcginley'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®

None

Experience

Current

October 17, 2023 - Present

POV WEALTH LLC

RIA

CRD#: 327906

Falls Church, VA

Past

July 18, 2022 - October 16, 2023

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

Falls Church, VA

Past

July 18, 2022 - October 16, 2023

USA FINANCIAL SECURITIES LLC

CRD#: 103857

Falls Church, VA

Past

December 26, 2018 - July 19, 2022

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

FALLS CHURCH, VA

Past

December 26, 2018 - July 19, 2022

SECURITIES AMERICA, INC.

CRD#: 10205

FALLS CHURCH, VA

Past

August 11, 2014 - December 31, 2018

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

RESTON, VA

Past

July 7, 2014 - December 31, 2018

PARK AVENUE SECURITIES LLC

CRD#: 46173

RESTON, VA

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

Virginia
(10/17/2023)

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

State Security Law Exam

IAR

Series 66

Date: 7/21/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/7/2014

General Securities Representative Examination

Current Firm

POV WEALTH LLC

CRD#: 327906 / SEC#:

Virginia

Registered Investment Advisory firm - (10/17/2023 Approved)

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Contact information

Main Address

Falls Church, VA

Mailing Address

Phone number

(571) 800-8237

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 3,063,000

Red Flags

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

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Eric B. Mcginley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Bernard Mcginley's CRS (Customer Relationship Summary).

Certified licenses

Experience

POV WEALTH LLC

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/7/2014

Current Firm

POV WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

POV WEALTH LLC

TRUST BUT VERIFY

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