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McDavid & Company Wealth Management Services

Online Forms and Resources

The following forms are made available to you as clients of McDavid & Company Wealth Management Services:

ADV 2A Firm Brochure

ADV 2B Brochure Supplement

Financial Planning Questionnaire

Check the background of this investment professional

Check the background of this financial professional on FINRA's BrokerCheck

Check the background of this financial professional on FINRA's BrokerCheck