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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McGann is an investment advisor representative at Avantax Advisory Services. Robert McGann is registered with FINRA and has been in the industry since 1996. Robert McGann is also a licensed attorney. Robert McGann provides financial planning services and portfolio management for individuals and businesses. Robert McGann has a special focus on providing financial planning advice to individuals and families.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
03/12/2007 - Present
Avantax Advisory Services (Westborough MA)
MA
12/01/2006 - 01/31/2007
QUESTAR CAPITAL CORPORATION (WESTBOROUGH MA)
MA
01/23/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (WESTBOROUGH MA)
MO
09/18/2001 - 01/15/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/09/2000 - 09/28/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
TX
09/02/1998 - 12/05/2000
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
MA
08/12/1997 - 06/29/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
01/16/1986 - 10/31/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
11/13/1984 - 09/04/1985
CARLSON EQUITIES CORPORATION
IA
Issued 09/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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