Gavin McNally has been an investment adviser representative at Primoris Wealth Advisors since March 2026, and is not listed among the firm’s executive officers or direct owners. Gavin McNally studied Warrington School of Business at the University of Florida.
Primoris Wealth Advisors, LLC is a North Palm Beach, FL firm with $230M under management, 429 clients and 7 advisers in one office, as of its March 2026 filing.
Gavin McNally is Senior Investment Advisor Representative of Primoris Wealth Advisors. Before joining the firm in 2016, he was a Vice President with JP Morgan Private Bank in Palm Beach, Florida, providing financial advice and managing assets for high net worth clients. He has eighteen years of investment and financial planning experience.
- – present · under a yearNorth Palm Beach, FL · Adviser representative · Firm CRD 125567
- – · 9 yearsNorth Palm Beach, FL · Adviser representative · Firm CRD 125567
Professional designations
Listed by Primoris Wealth Advisors
- CFP®
Investment adviser representative registrations
Gavin McNally is registered as an investment adviser representative in Florida, since March 2026.
- FloridaSince 4 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 October 2016 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 13 September 2010 |
| Series 7 | General Securities Representative Examination | 9 August 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 April 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gavin Andrew McNally
- CRD
- 3193647
- Firm
- Primoris Wealth Advisors · CRD 125567
- Office
- 9250 ALTERNATE A1A, SUITE A, North Palm Beach, FL 33403
- Registration
- Investment adviser registration
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- primoriswealthadvisors.com
Where does Gavin McNally work?
Gavin McNally is an investment adviser representative registered through Primoris Wealth Advisors, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Gavin McNally a financial advisor?
Yes. Gavin McNally has a current investment-adviser registration in Florida, through Primoris Wealth Advisors since March 2026.
How many years of experience does Gavin McNally have?
Gavin McNally has 9 years in the financial industry, since January 2017, across 1 adviser firm.
What exams has Gavin McNally passed?
Gavin McNally has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 65. The earliest, the Series 6, was passed in April 1999. FINRA credited Gavin McNally with the SIE, which began in October 2018.
Where is Gavin McNally based?
Gavin McNally’s registered office is in North Palm Beach, FL.
Is Gavin McNally registered with FINRA?
No. Gavin McNally has no current broker registration.
Is Gavin McNally a CFP?
Primoris Wealth Advisors lists Gavin McNally with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Gavin A. McNally, CFP® biography, primoriswealthadvisors.com
How can I verify Gavin McNally’s record?
Search CRD 3193647 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gavin McNally’s full registration record.
