William Gale Mcvay
CFP®, CIMA®Professional Summary
William Gale Mcvay, CFP®, CIMA®, who also goes by Bill Gale Mcvay, was a registered financial advisor. William was a previously registered financial professional and started their career in finance 1980 - 2026. William had worked at 7 firms and has passed the Series 65, Series 63, Series 15, Series 7, Series 3, Series 22, Series 6 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Gale Mcvay
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
46 years in the financial services industry
Current & Past Employments
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Current Firm
RED TORTOISE | RED TORTOISE, LLC
Contact Information
Main Address
5555 Glenridge Connector Ste. 200, Atlanta, GA 30342Phone Number
(833) 666-1200# of Employees
4Regulatory Assets Under Management
Total Number of Accounts
322AUM (Assets Under Management)
$382,268,479Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 15 — Foreign Currency Options Examination
Passed Apr 1984Series 22 — Direct Participation Programs Representative Examination
Passed May 1982About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1980About the Series 6 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jan 1988Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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