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Ian Scott McIlvaine

Axxcess Wealth Management, LLC

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About Ian Scott McIlvaine

Ian McIlvaine is a registered representative with Axxcess Wealth Management, LLC. Ian has been in the financial industry since 2010. Ian is licensed to provide investment advice in Texas and West Virginia. Ian has experience in financial planning, portfolio management, and selection of other advisors.

Firm Information

Ian McIlvaine is currently registered with Axxcess Wealth Management, LLC. Axxcess Wealth Management, LLC is a wealth management firm headquartered in Carlsbad, CA. The firm provides a range of financial planning and investment advisory services to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Axxcess Wealth Management, LLC manages approximately $6.5 billion in assets for its clients.
Axxcess Wealth Management, LLC

6005 HIDDEN VALLEY ROAD

CARLSBAD, CA 92011

$6.47B

Assets Under Management

10,745

Total Clients

47

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Ian McIlvaine’s Registration & Firm History

CA

01/07/2022 - Present

Axxcess Wealth Management, LLC (CARLSBAD CA)

WV

08/31/2012 - 08/06/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON WV)

WV

08/05/2010 - 09/11/2012

MORGAN STANLEY SMITH BARNEY (CHARLESTON WV)

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Licenses & Designations

BOTH

Issued 08/25/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian Scott McIlvaine.
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