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Vanessa V Avila

McGowan Group Asset Management, Inc.

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About Vanessa V Avila

Vanessa Avila is a registered investment advisor representative associated with McGowan Group Asset Management, Inc.. Vanessa has been in the industry since 2007 and holds the Series 66, Series 7 and SIE licenses. Vanessa has prior experience with SPIRE SECURITIES, LLC and AXA ADVISORS, LLC. Vanessa specializes in providing portfolio management for individuals.

Firm Information

Vanessa Avila is currently registered with McGowan Group Asset Management, Inc.. McGowan Group Asset Management, Inc. is a Dallas, Texas-based investment advisory firm with approximately $837.5 million in assets under management. The firm primarily provides portfolio management for individuals and high-net-worth individuals. Their client base also includes corporations, charitable organizations, and pension plans. The firm has a wrap fee program available to clients.
McGowan Group Asset Management, Inc.

300 CRESCENT COURT

DALLAS, TX 75201

$837.52M

Assets Under Management

Not reported

Total Clients

8

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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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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percentage of assets

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

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Vanessa Avila’s Registration & Firm History

TX

05/11/2011 - Present

McGowan Group Asset Management, Inc. (DALLAS TX)

TX

05/02/2011 - 12/31/2014

SPIRE SECURITIES, LLC (DALLAS TX)

TX

07/27/2007 - 05/04/2011

AXA ADVISORS, LLC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 08/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vanessa V Avila.
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