Brian Keith Mcginnis
Advisor at Bison Wealth, LLC — Brooksville, FL
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.
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.
Credentials
Series 63, Series 65
Experience Industry experience
14 years
Location
Brooksville, FL
Bison Wealth, LLC
Multi-team
Brian Mcginnis is a financial advisor with Bison Wealth, LLC in Brooksville, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at The Pacific Financial Group, IFP Securities, Independent Financial Partners, LPL Financial, and National Planning Corporation. He is also president and owner of related investment entities, Serve and Protect Financial, Inc. and Capital Defender Advisors, Inc. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm’s investment approach centers on outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, alongside specialized offerings such as an options-based Overlay strategy and turnkey asset management services for other advisers.
Based on Bison Wealth, LLC
Based on Bison Wealth, LLC
Financial planning fees can be fixed fees.
Up to 2.0% annually (negotiable)
Financial planning fees may be charged on an hourly basis.
Fee-only: Advisory fee up to 2.0% annually based on account value; fee is negotiable and can be fixed or tiered.
Brooksville, FL
Brooksville FL
Advisors at this office
2
Florida
14 years of industry experience
Bison Wealth, LLC dba Serve & Protect and Capital Defender
2023 - Present • 3 years
Atlanta, GA
The Pacific Financial Group, Inc.
2020 - 2022 • 2 years
Bellevue, WA
IFP Securities, LLC
2019 - 2020 • 1 year
Fort Mills, SC
Independent Financial Partners
2013 - 2020 • 7 years
Spring Hill, FL
LPL FINANCIAL
2013 - 2019 • 6 years
Spring Hill, FL
National Planning Corporation
2013 - 2013 • 1 year
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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