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Robert B McCann

Clarendon Insurance Agency, Inc.

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About Robert B McCann

Robert McCann is a financial professional with experience in the financial services industry. Robert has worked with several firms in their history including Investment Distributors, Inc. , Concourse Financial Group Securities, Inc., National Planning Corporation, Jackson National Life Distributors LLC and A I M Distributors, Inc.. Robert is currently registered with Clarendon Insurance Agency, Inc.. Robert has passed several industry exams including the Series 6, Series 7 and Series 63 exams.

Firm Information

Robert McCann is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

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.

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.

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Robert McCann’s Registration & Firm History

MA

04/24/2023 - Present

Clarendon Insurance Agency, Inc. (Waltham MA)

AL

01/03/2022 - 04/10/2023

INVESTMENT DISTRIBUTORS, INC. (BIRMINGHAM AL)

AL

09/06/2017 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)

IL

01/13/2016 - 08/29/2017

NATIONAL PLANNING CORPORATION (RIVERWOODS IL)

CO

08/20/2004 - 10/20/2015

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

TX

12/09/2003 - 08/23/2004

A I M DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 12/12/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2012

Series 7 - General Securities Representative Examination

BC

Issued 11/25/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert B McCann.
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