Patrick Mcginn
Patrick Mcginn is a registered investment advisor at Independent Financial Partners, based in Plattsburgh, NY, with 40 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
52 Old Dock Road, Plattsburgh, NY, 12901
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Regulatory History (1)
Customer Dispute
October 2005Other Business ActivitiesSells Insurance
Patrick is a co-owner of Valcour Vista LLC, managing a short-term rental property, dedicating a few hours per week. He is also an owner of Harbor Wealth Advisors, providing financial services, and an agent for Specific Solutions Inc selling fixed insurance, dedicating minimal time to each.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
Key Investment Services LLCBroker
Mcdonald Investments INC.Broker
Mcdonald Investments INC.
Key Investments INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.