Brendan Mcginn

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 09/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2020 → 07/2021
  United States Liability Insurance
  Wayne, PA
• 07/2021 → 01/2025
  United States Liability Insurance
  Wayne, PA
• 08/2016 → 05/2020
  University Of Scranton
  Scranton, PA
• 02/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 02/2025 2) MCGINN FINANCIAL SERVICES, 1600 Paoli Pike, Suite 200, Malvern PA 19355, 03/2025, DBA, 1099, INV REL, 160 HR/MO, 160 HR/MO TRADING. 3) BRENDAN T. MCGINN, 1600 Paoli Pike, Malvern PA 19355, 03/2025, Independent Insurance Agent, Owner/Partner of a Business Entity, NIR, 20 HR/MO, 20 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-07