Gerald P Mcgill
Investment adviser representative at Eagle Rock Investment Company, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$786.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Eagle Rock Investment Company, LLCJul 2025 to now
- Raymond James & Associates, Inc.Aug 2017 to Jun 2025
- Cornerstone Investment Partners, LLCApr 2012 to Jun 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (GA).
Eagle Rock Investment Company, LLC
$786.7MAssets managed
83Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2430457
- Firm CRD
- 313832