Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McGinnis is a financial advisor with Bison Wealth, LLC. Brian is a Registered Investment Advisor and has been in the financial industry since 2012. Brian is a dedicated financial advisor who has experience in providing financial advice to individuals, families, businesses, and institutions. Brian provides a wide range of financial planning and investment advisory services, including portfolio management, retirement planning, college savings, and estate planning. Brian is committed to providing personalized financial advice to help his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
11/30/2023 - Present
Bison Wealth, LLC (ATLANTA GA)
FL
05/23/2019 - 07/31/2020
IFP SECURITIES, LLC (TAMPA FL)
FL
12/13/2013 - 05/23/2019
LPL FINANCIAL LLC (TAMPA FL)
FL
07/11/2012 - 12/16/2013
NATIONAL PLANNING CORPORATION (SPRING HILL FL)
BC
Issued 10/21/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Brian McGinnis is the right advisor for you? Invested Better is here to help.
