Elizabeth M. Mcgill

PILOT RETIREMENT ADVISORS

Oceanside, CA

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CRD#: 7221213

Professional summary

Elizabeth Margaret Mcgill, who also goes by Lizzie Mcgill, is a registered financial advisor currently at PILOT RETIREMENT ADVISORS located in Oceanside, California.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Elizabeth has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lizzie Mcgill

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Margaret Mcgill'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

November 24, 2020 - Present

PILOT RETIREMENT ADVISORS

RIA

CRD#: 311507

Oceanside, CA

Past

January 22, 2020 - May 29, 2020

WWM FINANCIAL

RIA

CRD#: 157620

Carlsbad, 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
(11/24/2020)

IAR

Colorado
(1/28/2021)

IAR

Texas
(12/22/2020)

IAR

Virginia
(5/14/2025)

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 65

Date: 1/21/2020

Uniform Investment Adviser Law Examination

Current Firm

PILOT RETIREMENT ADVISORS

PILOT RETIREMENT ADVISORS | PILOT RETIREMENT ADVISORS LLC

CRD#: 311507 / SEC#:

California

Registered Investment Advisory firm - (11/24/2020 Approved)

Colorado

Registered Investment Advisory firm - (1/28/2021 Approved)

Texas

Registered Investment Advisory firm - (12/22/2020 Approved)

Virginia

Registered Investment Advisory firm - (5/14/2025 Approved)

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Contact information

Main Address

Oceanside, CA

Mailing Address

Phone number

(608) 577-2736

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 30,673,642

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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Elizabeth M. Mcgill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Margaret Mcgill's CRS (Customer Relationship Summary).

Certified licenses

Experience

PILOT RETIREMENT ADVISORS

WWM FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 1/21/2020

Current Firm

PILOT RETIREMENT ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PILOT RETIREMENT ADVISORS

TRUST BUT VERIFY

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