Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McGranahan is an Investment Advisor Representative, registered with the state of Illinois. David is currently employed with Kovitz Investment Group Partners, LLC and is associated with their Northbrook office. David has been in the industry since July 1991 and has a long history of working in the financial services industry.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
08/01/2024 - Present
Kovitz Investment Group Partners, LLC (Northbrook IL)
IL
12/06/1991 - 11/03/2015
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IA
Issued 09/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1994
Series 3 - National Commodity Futures Examination
BC
Issued 12/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David McGranahan is the right advisor for you? Invested Better is here to help.
