Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Patrick McCaffrey is a registered investment advisor representative with CMG Capital Management Group, Inc. Sean has a strong background in the financial industry and has been involved in the industry since 2005. Sean has a Series 65 license and a Series 66 license. Sean is a partner at BB Luckerbach Partners Ltd. and is involved in various non-investment related business activities.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
12/17/2023 - Present
CMG Capital Management Group, Inc. (Dallas TX)
TX
05/16/2008 - 12/16/2008
H. BECK, INC. (AUSTIN TX)
TX
09/30/2005 - 05/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
IA
Issued 12/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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