Martin Mcgillivary
Martin Mcgillivary is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dayton, OH, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2299 Miamisburg Centerville Road, Dayton, OH, 45459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Martin is involved in several business activities, including rental real estate, a restaurant franchise, and support companies. He dedicates about half his time to Eagle Financial LLC as a marketing and business coordinator, and about half his time to MLM & TRI Wealth Advisors, LLC as a building owner.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations36 states
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