Woodrow Wilson Mcgill

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 10/2018
  Morgan Stanley
  Wyomissing, PA
• 08/2016 → 10/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 10/2018 → Present
  Lpl Financial, Llc
  Reading, PA

Previous Registrations

• 2016-08-12 → 2018-09-27
  Morgan Stanley
  Wyomissing, PA

Other Businesses

1. 10/19/2018 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/10/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 7/28/2020 - Goodlife Insurance Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/15/2019 - 2 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-12

Other Names

• Woodrow Wilson Mcgill
• Mick Mcgill