Patrick
Mcgill
Robertson Investment Management
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About this Advisor
Patrick Mcgill is a financial advisor based in Oceanside, California, working with Robertson Investment Management. Patrick has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Cleary Gull Inc, Johnson Wealth Inc, and Howard Capital Management, Inc. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, and Texas. Currently, Patrick is part of Robertson Investment Management, which operates out of Oceanside, California. The firm has 16 employees and manages assets totaling $434.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Robertson Investment Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Robertson Investment Management Brokerage Details
$434,418,252
16
1,971
$220,405
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Patrick Mcgill Work History
Howard Capital Management, Inc
Johnson Wealth Inc
Cleary Gull Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Disclosures
Please visit the SEC profile of Patrick Mcgill 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 Robertson Investment Management
Oceanside, CA
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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