Sean
Mcgillivray
Kingsview Wealth Management, LLC
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About this Advisor
Sean Mcgillivray is a financial advisor working in Grants Pass, Oregon, with a total of 10 years of industry experience. Mcgillivray is an advisor for Kingsview Wealth Management, LLC. During their career, Mcgillivray has held roles at Great Pacific Trading Company, Great Pacific Wealth Management, Great Pacific Capital Management LLC and Kingsview LLC. Mcgillivray maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Oregon. Kingsview Wealth Management, LLC is an advisory business that has its headquarters in Grants Pass, OR. It has offices in 27 locations and a total of 150 employees. It handles $4 billion in assets under management across its 13,829 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 13,829 client accounts, just 10% are held by high-net-worth individuals who have more than $1 million in investable assets. Kingsview Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Financial management fees largely are based on which services are provided. Fees billed by Kingsview Wealth Management, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$3,584,124,096
150
13,829
$259,174
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Sean Mcgillivray Work History
Sean has been registered as a financial advisor for 10 years.*
Kingsview LLC
Great Pacific Capital Management LLC
Great Pacific Wealth Management
Great Pacific Trading Company
*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 Sean Mcgillivray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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