John McInerney, financial advisor Orlando FL

John McInerney

CRD Number: 5492616
Current Firm: Mcinerney Investment Advisors

John McInerney (CRD# 5492616) is an Investment Advisor Representative working at Mcinerney Investment Advisors in Orlando, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Mcinerney Financial Group, LLC Orlando, FL May 2009 - Current 14
Mcinerney Investment Advisory Services Inc. Orlando, FL Jan 2008 - Current 16
John J. Mcinerney, Inc. Orlando, FL Oct 1993 - Current 30
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for John J. McInerney
Phone Number: 407-587-2034
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $10,035
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL

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