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David Wilson Shoulders

McMg Capital Advisors, Inc.

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About David Wilson Shoulders

David Shoulders is a financial professional based in Richmond, Virginia. David has been in the industry since 2008. He is a registered representative with McMg Capital Advisors, Inc. David holds a Series 7, 24, 63, 79TO and SIE license. David's primary areas of expertise are investment banking and general securities.

Firm Information

David Shoulders is currently registered with McMg Capital Advisors, Inc.. McMg Capital Advisors, Inc. is a Corporation formed in December 1999 and is registered in Arizona, Georgia, Maryland, Michigan, New York, North Carolina, Ohio, Puerto Rico, and Virginia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Shoulders’s Registration & Firm History

VA

01/18/2008 - Present

McMg Capital Advisors, Inc. (RICHMOND VA)

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Licenses & Designations

BC

Issued 02/27/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Wilson Shoulders.
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