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Gavin Andrew Mcnally

Primoris Wealth Advisors, LLC

North Palm Beach, FL

CRD 3193647

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Employer firm

Primoris Wealth Advisors, LLC CRD 125567

$230M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters

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

Current Employers
Primoris Wealth Advisors, Llc

9250 Alternate A1A Suite A, North Palm Beach, FL 33403 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-04
  • FL RA
    APPROVED
    Since 2026-03-04

Branch Locations

9250 Alternate A1A Suite A, North Palm Beach, FL 33403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primoris Capital Management, Llc Palm Beach Gardens FL 10/2016 Present
  • 10/2016 → Present
    Primoris Capital Management, Llc
    Palm Beach Gardens, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-28
S63 Uniform Securities Agent State Law Examination 2010-09-13
  • S65 Uniform Investment Adviser Law Examination
    2016-10-28
  • S63 Uniform Securities Agent State Law Examination
    2010-09-13

View on SEC IAPD

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Nearby Investors

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GREGORY MICHAEL CECCHINI
JUSTIN ABBOTT GOODHUE

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Palm Beach Gardens, FL
J.P. MORGAN SECURITIES LLC · PALM BEACH GARDENS, FL
BUCKMAN ADVISORY GROUP LLC · North Palm Beach, FL

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