RM
CFP
RM
CFP

Ryan Mcginn

11 Years of Experience
Malvern, PA
BrokerSells Insurance

Ryan Mcginn is a CFP-designated registered investment advisor, based in Malvern, PA, with 11 years of industry experience.

Location

1600 Paoli Pike, Ste. 200, Malvern, PA, 19355

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ryan is an advisory representative of a RIA, spending about half his time on this and related trading activities. He is also an independent insurance agent for various companies, dedicating a few hours per week, and owns McGinn Financial Services, which takes nearly full-time hours. Finally, Ryan volunteers as a treasurer for a BNI chapter, requiring minimal time.

Employment History
Current Registrations
Cambridge Investment Research, INC.
September 2021 - Present · 4 yrs 8 mos
Cambridge Investment Research Advisors, INC.
September 2021 - Present · 4 yrs 8 mos
Cambridge Investment Research, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Cohen & Steers Securities, LLCBroker
August 2017 - August 2021 · 4 yrs
Brinker Capital INC
March 2016 - July 2017 · 1 yr 4 mos
Brinker Capital Securities, INC.Broker
September 2014 - July 2017 · 2 yrs 10 mos
State Registrations15 states
AZCACODEFLGAMAMONCNJNYOHPASCTX
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.