Unclaimed Profile

John Knox Mcgill

MCGILL ADVISORS, INC.·CHARLOTTE, North Carolina

Series 65Clean record22 years registeredMCGILL ADVISORS, INC.

8816 RED OAK BLVD, CHARLOTTE, NC 28217CRD# 4817103Firm CRD# 111093

Profile Verification

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

Identity

John Knox Mcgill · CHARLOTTE, NC

Registration

CRD #4817103 · MCGILL ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCGILL ADVISORS, INC.

CORIENT

Oct 2022 – Oct 2024

Charlotte, NC

CI BRIGHTWORTH PRIVATE WEALTH

Feb 2018 – Mar 2023

CHARLOTTE, NC

MCGILL ADVISORS, INC.

Jul 2004 – Sep 2017

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 8, 2004

Years registered · 22

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 John Knox Mcgill offer?

John Knox Mcgill specializes in Investment Management, Wealth Management.

What are John Knox Mcgill's credentials?

John Knox Mcgill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Knox Mcgill located?

John Knox Mcgill is based in CHARLOTTE, North Carolina, last registered with MCGILL ADVISORS, INC..

How does John Knox Mcgill charge for services?

John Knox Mcgill'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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