Unclaimed Profile

Patrick P Mcginn

RETIREMENT RESOURCES INVESTMENT CORPORATION·PEABODY, Massachusetts

SIE, Series 7, Series 63, Series 66CFAClean record19 years registeredRETIREMENT RESOURCES INVESTMENT CORPORATION

100 CORPORATE PLACE, PEABODY, MA 01960CRD# 2547975Firm CRD# 47723

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick P Mcginn · PEABODY, MA

Registration

CRD #2547975 · RETIREMENT RESOURCES INVESTMENT CORPORATION · 19 years registered

Brand Profile

Not yet started

Career History

RETIREMENT RESOURCES INVESTMENT CORPORATION

Jul 2007 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · July 24, 2007

Years registered · 19

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT RESOURCES INVESTMENT CORPORATION

CRD 47723 · SEC 801-64658

AUM

$1.7B

Regulatory assets under management

Employees

261 client accounts

Services offered by RETIREMENT RESOURCES INVESTMENT CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RETIREMENT RESOURCES INVESTMENT CORPORATION →

Introduction

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Frequently Asked Questions

What services does Patrick P Mcginn offer?

Patrick P Mcginn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PEABODY, Massachusetts for a consultation.

What are Patrick P Mcginn's credentials?

Patrick P Mcginn holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Patrick P Mcginn located?

Patrick P Mcginn is based in PEABODY, Massachusetts, working with RETIREMENT RESOURCES INVESTMENT CORPORATION. Their office serves clients in the PEABODY metropolitan area and surrounding communities.

How does Patrick P Mcginn charge for services?

Patrick P Mcginn's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT RESOURCES INVESTMENT CORPORATION?

RETIREMENT RESOURCES INVESTMENT CORPORATION has approximately 7 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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