Unclaimed Profile

Jeffrey Alton Harrell

MCGILL ADVISORS, INC.·CHARLOTTE, North Carolina

Series 7, Series 66Clean record21 years registeredMCGILL ADVISORS, INC.

8816 RED OAK BLVD, CHARLOTTE, NC 28217CRD# 4207248Firm CRD# 111093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Alton Harrell · CHARLOTTE, NC

Registration

CRD #4207248 · MCGILL ADVISORS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCGILL ADVISORS, INC.

BRIGHTWORTH, LLC

Jul 2017 – Feb 2022

CHARLOTTE, NC

MCGILL ADVISORS, INC.

Oct 2004 – Sep 2017

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 14, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCGILL ADVISORS, INC.

CRD 111093 · SEC 801-60113

AUM

$1.4B

Regulatory assets under management

Employees

4,135 client accounts

Services offered by MCGILL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at MCGILL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Alton Harrell offer?

Jeffrey Alton Harrell specializes in Investment Management, Wealth Management.

What are Jeffrey Alton Harrell's credentials?

Jeffrey Alton Harrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Alton Harrell located?

Jeffrey Alton Harrell is based in CHARLOTTE, North Carolina, last registered with MCGILL ADVISORS, INC..

How does Jeffrey Alton Harrell charge for services?

Jeffrey Alton Harrell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCGILL ADVISORS, INC.?

MCGILL ADVISORS, INC. has approximately 18 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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