Amy Marie Mcginnis

Employer firm

Capital Cs Group, LLC CRD 304523

$227M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• PORTFOLIO MONITORING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 08/2019
  Ubs Financial Services Inc.
  Irvine, CA
• 08/2019 → Present
  Capital Cs Group, Llc
  Irvine, CA

Other Businesses

1) MCGINNIS SERVICES, INC, 2) INVESTMENT RELATED BUSINESS 3) 6254 LYNDSEY ST. EASTVALE, CA 92880 3) REAL ESTATE SERVICES 4) SECRETARY 5) 01/2018 6) 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS 7) BOOKKEEPING & SIGNOR

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-26
• S63 Uniform Securities Agent State Law Examination
  2004-09-18

Other Names

• Amy Marie Blackburn