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Michael Damien McGinley

EP Wealth Advisors

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About Michael Damien McGinley

Michael Damien McGinley is a financial advisor with EP Wealth Advisors. Michael has been in the financial services industry since 1997 and has a strong background in investment management and financial planning. Michael holds the Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner. Michael has a proven track record of helping individuals and families achieve their financial goals.

Firm Information

Michael McGinley is currently registered with EP Wealth Advisors. EP Wealth Advisors is an investment advisory firm headquartered in Torrance, CA. The firm manages over $22 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. EP Wealth Advisors provides a range of services, including financial planning, portfolio management, retirement plan advisory services, and tax preparation. The firm also participates in wrap fee programs.
EP Wealth Advisors

21535 HAWTHORNE BLVD

TORRANCE, CA 90503

$22.32B

Assets Under Management

Not reported

Total Clients

192

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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retirement plan advisory services & tax preparation services

Retirement plan advisory services & tax preparation services

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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Michael McGinley’s Registration & Firm History

AZ

08/19/2020 - Present

EP Wealth Advisors (Chandler AZ)

MA

07/12/1999 - 08/31/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

CA

02/18/1999 - 07/12/1999

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

CA

02/19/1997 - 12/09/1998

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

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Licenses & Designations

IA

Issued 11/03/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/1998

Series 7 - General Securities Representative Examination

BC

Issued 02/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Damien McGinley.
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