Unclaimed
Linda McGill is an active financial advisor with over 25 years of experience in the financial services industry. Linda is registered with Private Client Services, LLC, and holds several licenses and certifications, including Series 6, 7, 24, 63, and 65. Linda has also worked for Woodbury Financial Services, Inc. and New England Securities in the past. Her expertise includes comprehensive financial planning, insurance, and investments. Linda is dedicated to providing personalized financial guidance to individuals, families, and small businesses.
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.
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
KY
01/03/2025 - Present
Private Client Services, LLC (LOUISVILLE KY)
TN
01/21/2005 - 12/31/2009
WOODBURY FINANCIAL SERVICES, INC. (FRANKLIN TN)
NY
01/30/2004 - 02/02/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
TN
06/26/1995 - 04/10/2003
PFIC SECURITIES CORPORATION (FRANKLIN TN)
IA
Issued 04/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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