David
Magee
Copley Financial Group, Inc
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About this Advisor
David Magee is a financial advisor who works in San Diego, California with 5 years of industry experience. Magee is an employee of Copley Financial Group, Inc. Their career trajectory has included roles at Magee Thomson Investment Partners, LLC, Copley Financial Group, Inc and Heritage Tax And Insurance Services, Inc. Magee holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Copley Financial Group, Inc is a registered investment company that has its headquarters in San Diego, CA. The company has a total of seven financial advisors. It handles $233 million in assets under management among its 4,308 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 4,308 accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. Copley Financial Group, Inc performs a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by Copley Financial Group, Inc most likely include any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copley Financial Group, Inc Brokerage Details
$232,550,387
7
4,308
$53,981
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Magee Work History
David has been registered as a financial advisor for 5 years.*
Copley Financial Group, Inc
Copley Financial Group, Inc
Heritage Tax And Insurance Services, Inc
Magee Thomson Investment Partners, LLC
Magee Thomson Investment Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Magee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Copley Financial Group, Inc
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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