Andrew Phillip Mcvay

Employer firm

Avalon Financial Advisors CRD 147097

$4.11M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2009 → Present
  Avalon Financial Advisors
  Laguna Hills, CA

Other Businesses

Name of other business: McVay Tax & Financial, LLC Investment related or not: Not investment related Address of other business: 23272 Mill Creek Dr - Ste 205, Laguna Hills, CA 92653 Nature of other business: Tax return preparation, tax and general (non-investment related) financial advice to individuals, trusts and businesses Position: Partner with spouse Title: Partner Start date of other business: October 2011 Approximate hours per month devoted to other business: 140 # of hours devoted to other business during securities trading hours: 2 of 8 Other business duties: Tax return preparation & filing, non-investment related financial advisory services, administrative functions

Designations

• Certified Financial Planner