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William James Oflaherty

McMg Capital Advisors, Inc.

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About William James Oflaherty

William Oflaherty is a Registered Representative and Investment Advisor Representative at McMg Capital Advisors, Inc. in Richmond, Virginia. William has over 10 years of experience in the financial services industry. William is licensed to sell securities in the state of Virginia. He holds the Series 63, Series 79, and SIE exams.

Firm Information

William Oflaherty is currently registered with McMg Capital Advisors, Inc.. McMg Capital Advisors, Inc. is a Corporation formed in December 1999 and is registered in Arizona, Georgia, Maryland, Michigan, New York, North Carolina, Ohio, Puerto Rico, and Virginia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

28

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.

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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William Oflaherty’s Registration & Firm History

VA

07/06/2012 - Present

McMg Capital Advisors, Inc. (RICHMOND VA)

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Licenses & Designations

BC

Issued 09/24/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William James Oflaherty.
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