linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick Murphy McCann

Spearhead Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patrick? Claim Your Profile

About Patrick Murphy McCann

Patrick McCann is a financial advisor at Spearhead Advisors, LLC and has been in the industry since 2016. Patrick McCann is a Chartered Financial Analyst (CFA) and also works as a consultant for Brightwork Consulting, a company that does solar financial and construction consulting. Patrick McCann has experience working for various firms including iTrust Capital, Happy Money, Pimco, Kingfield, and 6 3 9. Patrick McCann is registered with the state of California and specializes in investment advisory services for individuals and businesses.

Firm Information

Patrick McCann is currently registered with Spearhead Advisors, LLC. Spearhead Advisors, LLC is an investment advisor based in [Main Office Location], with approximately $12,526,201 in regulatory assets under management. The firm provides portfolio management for individuals and corporations. They have 52 accounts and serve a diverse range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.

$12.53M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patrick McCann’s Registration & Firm History

CA

10/17/2024 - Present

Spearhead Advisors, LLC (NEWPORT BEACH CA)

Not sure if Patrick Murphy McCann is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Murphy McCann.
Not sure if Patrick Murphy McCann is right for you?