Unclaimed
Jeffrey McGough is a financial advisor registered with LPL Financial LLC. Jeffrey has been in the industry since December 1985. Jeffrey McGough has a Series 63, 65, 7, 24, and 31 licenses. Jeffrey McGough has been registered with LPL Financial LLC since October 2018 and previously worked for VOYA FINANCIAL ADVISORS, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., LINSCO/PRIVATE LEDGER CORP., and DEAN WITTER REYNOLDS INC.. Jeffrey McGough works out of the Charlottesville, VA office.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
10/30/2018 - Present
LPL Financial LLC (CHARLOTTESVILLE VA)
VA
05/18/2006 - 10/30/2018
VOYA FINANCIAL ADVISORS, INC. (CHARLOTTESVILLE VA)
VA
06/25/2001 - 05/23/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHARLOTTESVILLE VA)
SC
01/03/1994 - 07/02/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
12/23/1985 - 01/06/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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