Unclaimed Profile

Patrick P Mcginn

RETIREMENT RESOURCES INVESTMENT CORPORATION·PEABODY, Massachusetts

Clean recordRETIREMENT 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick P Mcginn is a registered financial advisor based in PEABODY, Massachusetts, affiliated with RETIREMENT RESOURCES INVESTMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RETIREMENT RESOURCES INVESTMENT CORPORATION

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at RETIREMENT RESOURCES INVESTMENT CORPORATION →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2547975

Firm CRD# 47723

View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

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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