Eric Mcginley
Advisor at POV Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Eric McGinley is the sole advisor at POV Wealth LLC in Falls Church, VA, holding a Series 66 credential with 11 years of industry experience. His work history includes roles at USA Financial Securities, Securities America, and Park Avenue Securities. Outside of advising, he officiates field hockey and lacrosse games and provides college funding and student loan consultation services. POV Wealth LLC offers financial planning and discretionary asset management for individuals, families, trusts, and businesses. The firm emphasizes documented client profiles, periodic portfolio reviews, and diversified investment strategies, along with educational seminars and coordination of held-away and custodial accounts.
Client services
Based on POV Wealth LLC
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
$0 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Investment Advisor Representatives receive commissions from sales of investment-related products such as insurance as licensed insurance agents.
$250 per hour for matters outside the scope of personal financial planning services.
Fee-only: Financial planning base fee ranges from $250 to $350 per month, negotiable.
Location
Falls Church, VA
Most active in
Eric M has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
POV Wealth LLC
2023 - Present (3 years)
POV Wealth LLC
2023 - Present (3 years)
USA Financial Securities
2022 - 2023 (1 year)
Eric McGinley, Sole Proprietor
2020 - Present (6 years)
SECURITIES AMERICA, inc.
2018 - 2022 (4 years)
Securities America Advisors, Inc.
2018 - 2022 (4 years)
Eric McGinley, Sole Proprietor
2015 - Present (11 years)
Primerica Advisors
2014 - 2018 (4 years)
Primerica Advisors
2014 - 2018 (4 years)
AFlac
2010 - 2018 (8 years)
Eric McGinley, Sole Proprietor
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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