Scott McGhie (CRD# 5300958) is an Investment Advisor Representative working at The Fiduciary Group in Savannah, GA and has over 17 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
The Fiduciary Group, LLC | Savannah, GA | Apr 2015 - Current | 9 |
Fiduciary Services Corporation Dba The Fiduciary Group | Savannah, GA | Aug 2008 - Mar 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2007 |
S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- GA
-
Total Assets Under Management1,613MILLIONS
-
Total Number of Accounts1,566ACCOUNTS
-
Average Account Value$1,030,275
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
CA, CO, FL, GA, LA, MD, ME, NC, NH, PA, SC, TX, VA
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