William Mcdavid
William Mcdavid is a PFS-designated registered investment advisor at Mcdavid & Company Wealth Management Services, based in Gainesville, FL, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 54 clients with $26M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2531 NW 41st Street, Suite E, Gainesville, FL, 32606-7490
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a managing shareholder in a CPA firm, McDavid & Co., PA DBA McDavid & Company, CPA's, since 1983. He devotes nearly full-time hours to this activity, with most of the time occurring during trading hours.
Employment History
Current Registrations
Mcdavid & Company Wealth Management Services
State Registrations1 state
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