Hugh Maginnis, financial advisor Burlington MA
93 score

Hugh Maginnis

CRD Number: 2971733
Current Firm: Rpg Family Wealth Advisory, LLC

Hugh Maginnis (CRD# 2971733) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 18 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Burlington MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Similar Advisors
Lawrence Foster, financial advisor Burlington MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Similar Advisors
Patrick Cote, financial advisor Burlington MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Company Name Location Dates Years
Rpg Family Wealth Advisory, LLC Burlington, MA Sep 2011 - Current 5
Purshe Kaplan Sterling Investments Albany, NY Sep 2011 - Current 5
Risk Paradigm Group Holdings, LLC Burlington, MA Sep 2011 - Current 5
Morgan Stanley Smith Barney Boston, MA Jun 2009 - Sep 2011 2
Citigroup Global Markets Inc. Boston, MA Aug 2007 - Sep 2011 4
New England Securities Boston, MA Apr 2003 - Aug 2007 4
Bay State Financial Boston, MA Apr 2003 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Oct 2007
Contact Info for Hugh P. Maginnis
Phone Number: (781) 547-8660
Registered State(s):
  • MA
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.