Brian McGinty, CFP®
Relationship Manager at Schwab Advisor- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
Languages
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English Native or bilingual proficiency
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Bio
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Credentials
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Certified Financial Planner (CFP)
CFP BoardApr, 2020- Nov, 2024 -
Series 24
Financial Industry Regulatory Authority (FINRA)Oct, 1990- Nov, 2024 -
Series 63
Financial Industry Regulatory Authority (FINRA)Mar, 1989- Nov, 2024 -
Series 7
Financial Industry Regulatory Authority (FINRA)Mar, 1989- Nov, 2024
Experience
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Schwab Advisor Services
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United States
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Financial Services
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100 - 200 Employee
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Relationship Manager
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Mar 2020 - Present
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Education
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University of Colorado at Denver
Master -
University of Hawaii at Manoa
Bachelor of Arts
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