Patrick Mcginnis is a registered investment advisor, based in Greenwood Village, CO, with 13 years of industry experience.
Location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Empower Advisory Group, LLC
April 2024 - Present · 2 yrs 3 mos
Empower Financial Services, INC.Broker
April 2024 - Present · 2 yrs 3 mos
Empower Financial Services, INC.
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Mutual of America Securities LLCBroker
September 2023 - March 2024 · 6 mos
Fisher Investments
February 2020 - July 2023 · 3 yrs 5 mos
Bb&t Institutional Investment Advisers, INC.
August 2018 - December 2019 · 1 yr 4 mos
Stancorp Investment Advisers, INC.
February 2012 - July 2018 · 6 yrs 5 mos
Stancorp Equities, INC.Broker
October 2011 - July 2018 · 6 yrs 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.