W. McGinnis Advisors, LLC

  

 

 

 Securities expert witness, litigation support services, case analysis, financial analysis, business valuation and securities valuation related to investments, securities fraud, accounting fraud, investment banking, investment research and stock brokerage.

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  Litigation Support for Investments, Securities and Brokerage Related Cases  
 

Bill McGinnis, CFA
(Chartered Financial Analyst)

What is the CFA designation?


The CFA designation is the highest professional designation available to investment professionals involved in investment research, securities analysis, portfolio mangement, and other parts of the investments industry. The designation is awarded by the international CFA Institute to individuals who have successfully completed rigorous testing, demonstrated years of professional practice in the field, and promised to adhere to a strict and comprehensive Code of Ethics and Standards of Professional Practice. First created in the 1960s, the Code and Standards are the ethical benchmark for investment professionals around the globe, regardless of job title, cultural differences, or local laws.

 

CFA: THE GOLD STANDARD "The Chartered Financial Analyst (CFA) qualification is roughly equivalent to a specialized postgraduate finance degree, including a mixture of economics, ethics, law, and accountancy. It is much liked by employers in financial services. Whereas there are tens of thousands of finance degrees available around the world, ranging from the excellent to the worthless, there is only one CFA, managed and examined by an American association of financial professionals, the CFA Institute."
The Economist magazine, 2/26/2005 [full article]

 

Bill McGinnis was awarded the CFA designation and has maintained it in good standing since that time. He is on the Board of Directors of the CFA Society of Milwaukee and is the Code of Ethics and Standards of Professional Practice Liaison to the CFA Institute.


The videos below explain more about CFA charterholders and what we stand for.



INVESTMENT PROFESSIONALS

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INVESTORS FIRST

 

 


FAIRNESS IN INVESTING

 



INVESTING IN YOUR FUTURE



 



The CFA designation and substantial investment industry experience qualify Bill McGinnis an excellent choice as a securities expert witness in cases involving:

·  FINRA arbitrations

·  Suitability of Investments

·  Breach of Fiduciary Duty

·  Failure to Supervise

·  Failure to Execute Orders

·  Investment Research

·  Investment Analysis

·  Portfolio Management

·  Securities Trading

·  Asset Allocation

·  Asset Selection

·  Trading Issues

·  Broker Negligence

·  Investment Appropriateness

·  Securities Fraud

·  Stock Fraud

·  Insider Trading

·  Investment Banking

·  Securities Offerings

·  Regulatory Compliance Issues

·  and more.

To learn more about Bill McGinnis' unique background and qualifications, please click here.

 
    Professional - Qualified - Credible    

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