Brian
Mcginnis
Bison Wealth, LLC
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About this Advisor
Brian Mcginnis is a financial advisor based out of Gainesville, Georgia. Mcginnis is an advisor for Bison Wealth, LLC. Over the course of their career, Mcginnis has held roles at National Planning Corporation, Lpl Financial, Independent Financial Partners, Ifp Securities, LLC, The Pacific Financial Group, Inc and Bison Wealth, LLC Dba Serve & Protect And Capital Defender. Mcginnis holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Bison Wealth, LLC is a firm that has its headquarters in Atlanta, GA. The investment advisory business has offices in 17 locations and a total of 42 financial advisors. It administers $1 billion in total assets across its 3,402 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 3,402 customer accounts, 63% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which service is offered. However, fee types billed by Bison Wealth, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bison Wealth, LLC Brokerage Details
$1,218,215,159
42
3,402
$358,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Mcginnis Work History
Brian has been registered as a financial advisor for 0 years.*
Bison Wealth, LLC Dba Serve & Protect And Capital Defender
The Pacific Financial Group, Inc
Ifp Securities, LLC
Lpl Financial
Independent Financial Partners
National Planning Corporation
*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 Brian Mcginnis 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 Bison Wealth, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Gainesville, GA
Atlanta, GA
Selah, WA
Riverview, FL
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
