JAMES F. MACGILLIVRAY, CFP

Educational History:

Mr. MacGillivray graduated from North American Technical Institute in June 1961.  He completed two and a half years as an engineering student, one semester at the University of New Mexico, followed by four semesters at Santa Monica City College.  In 1987 he completed the College for Financial Planning curriculum, earning his CFP® designation.  Continuing, he completed the College’s Master of Science Degree curriculum in 1988, Investment Strategies and Portfolio Management.

Business Background:

2005-Present, Investment Advisor Representative, mgm Ltd. Company
1993-Present, Beneficial Owner, mgm Ltd. Company
1987-2005, Registered Representative and Investment Advisory Associate, Financial Network Investment Corporation
1986-1987, Registered Representative, ManEquity Corporation
1985-1996, Registered Representative, LNC Equity Sales Corporation
1973-1985, Registered Representative, Franklin Financial Services, Inc.

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