Brian McGivern (CRD# 5438260) is an Investment Advisor Representative working at Stonestreet Financial, Inc. in Stoughton, MA and has over 15 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Stonestreet Financial, Inc. | Stoughton, MA | Apr 2017 - Current | 7 |
Cfo Strategies Inc. | Stoughton, MA | Jun 2012 - Current | 11 |
Brenda J Mcgivern, Pc | Stoughton, MA | Jan 2001 - Current | 23 |
Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2013 - Dec 2017 | 4 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2013 - Dec 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- MA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$90,565
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
MA
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