William Magill
William Magill is a registered investment advisor at Private Advisor Group, LLC, based in Huntersville, NC, with 8 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
Huntersville, NC
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Regulatory History (1)
Financial
November 2021Other Business Activities
William operates under several DBAs for his LPL business, including Harpeth Wealth Partners, Private Advisor Group, and EPM financial. He also works as a driver for Uber and has outside employment at Primal Brewery, dedicating about a quarter of his time to the brewery.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
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.