William McDavid has been an investment adviser representative at Flavin Financial Services since September 2026, and is not listed among the firm’s executive officers or direct owners.
Flavin Financial Services, Inc. is a Melbourne, FL firm with $205M under management, 182 clients and 4 advisers in one office, as of its February 2026 filing.
William McDavid’s longest registration was 22 years at McDavid & Company Wealth Management Services (2004–2026). Before joining Flavin Financial Services in 2026, William McDavid was registered through McDavid & Company Wealth Management Services.
- – present · under a yearGainesville, FL · Adviser representative · Firm CRD 144473
- McDavid & Company Wealth Management Services– · 22 yearsGainesville, FL · Adviser representative · Firm CRD 142187
Investment adviser representative registrations
William McDavid is registered as an investment adviser representative in 2 states. The first approvals date from September 2026; the most recent is Florida, in October 2026.
- FloridaSince 7 October 2026
- TexasSince 23 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 January 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 November 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Franklin McDavid
- CRD
- 4561243
- Firm
- Flavin Financial Services · CRD 144473
- Office
- 2531 NW 41ST STREET, SUITE E, Gainesville, FL 32606
- Registration
- Investment adviser registration
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does William McDavid work?
William McDavid is an investment adviser representative registered through Flavin Financial Services, Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is William McDavid a financial advisor?
Yes. William McDavid has a current investment-adviser registration in Florida and Texas, through Flavin Financial Services since September 2026.
How many years of experience does William McDavid have?
William McDavid has 22 years in the financial industry, since May 2004, across 2 adviser firms.
What exams has William McDavid passed?
William McDavid has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in November 2002.
Where is William McDavid based?
William McDavid’s registered office is in Gainesville, FL.
Is William McDavid registered with FINRA?
No. William McDavid has no current broker registration.
How can I verify William McDavid’s record?
Search CRD 4561243 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William McDavid’s full registration record.
