Terrence McMahon, financial advisor Kingston PA
93 score

Terrence McMahon

CRD Number: 5417192
Current Firm: Integrated Capital Management, Inc.

Terrence McMahon (CRD# 5417192) is an Investment Advisor Representative working at Integrated Capital Management, Inc. in Kingston, PA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Fsc Securities Corporation Scranton, PA Dec 2009 - Current 7
Integrated Capital Management, Inc. Scranton, PA Dec 2009 - Current 7
Stifel, Nicolaus & Company, Incorporated Plains, PA Sep 2009 - Oct 2009 < 1
Ubs Financial Services Inc. Plains, PA Aug 2007 - Sep 2009 2
Parente Randolph, LLC Wilkes Barre, PA Jul 2000 - Aug 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Terrence A. McMahon
Phone Number: 570-344-0100
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    942
    MILLIONS
  • Total Number of Accounts
    5,775
    ACCOUNTS
  • Average Account Value
    $163,100
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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

AZ, CA, CO, DC, FL, GA, ID, IL, LA, MD, ME, MN, NC, NJ, NV, NY, OH, PA, TN, TX, UT, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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