Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McGrath is a financial advisor with over 20 years of experience in the industry. John holds both Series 6 and 7 licenses, as well as a Series 63 and Series 65. John is a Certified Financial Planner and specializes in retirement planning, investment management, and financial planning services. John is currently registered with EP Wealth Advisors in California and Texas. Prior to joining EP Wealth Advisors, John worked at Charles Schwab & Co., Inc. and Signator Investors, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/26/2014 - Present
EP Wealth Advisors (Valencia CA)
CA
06/08/2004 - 05/15/2009
CHARLES SCHWAB & CO., INC. (WOODLAND HILLS CA)
MA
04/14/1998 - 05/21/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 08/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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