Ian
Mcginnis
Davis Private Wealth, LLC
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About this Advisor
Ian Mcginnis is a financial advisor who works in Jackson, Mississippi. Mcginnis is an advisor for Davis Private Wealth, LLC. Their career trajectory has included roles at Miskellys Furniture, Kragujevac Wild Boars, Callaway High School, Mass Mutual, Pinelake Church, Student, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Massmutual Life Insurance Company, Mml Investors Services and Davis Private Wealth, LLC. Mcginnis holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Mississippi. Davis Private Wealth, LLC is an advisory company based out of Wellington, FL. The firm has just four people on staff. It has $100 million in total assets between its 453 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 453 accounts, 30% are held by high-net-worth clients who have at least $1 million in assets available to invest. Davis Private Wealth, LLC performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically vary depending on the type of financial services. However, fees charged by Davis Private Wealth, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Davis Private Wealth, LLC Brokerage Details
$100,100,000
4
453
$220,971
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ian Mcginnis Work History
Ian has been registered as a financial advisor for 0 years.*
Davis Private Wealth, LLC
Massmutual Life Insurance Company
Mml Investors Services
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Miskellys Furniture
Kragujevac Wild Boars
Callaway High School
Mass Mutual
Pinelake Church
Student
*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 Ian 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 Davis Private Wealth, LLC
Wellington, FL
Jackson, MS
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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