David Mccaghren
David Mccaghren is a registered investment advisor at Gradient Wealth Management, based in Abilene, TX, with 40 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.
Fee Estimator
Location
1500 Industrial Blvd, Suite 102, Abilene, TX, 79602-8063
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a general partner at Mills, McCaghren & Associates, where he sells insurance. He also participates in the Kiwanis Club and leases pasture land to a rancher.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.
Financial Education Associates, INC.
Sunamerica Securities, INC.Broker
Mimlic Sales CorporationBroker
Protective Equity Services, INC.Broker
Princor Financial Services CorporationBroker
Advantage Capital CorporationBroker
Eppler, Guerin & Turner, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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