Robert McGann, financial advisor Westborough MA
96 score

Robert McGann

CRD Number: 1315908
Current Firm: H.d. Vest Advisory Services, Inc.

Robert McGann (CRD# 1315908) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Westborough, MA and has over 19 years of experience in the finance industry. Robert McGann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
H.d. Vest Advisory Services Westborough, MA Mar 2007 - Current 9
H.d. Vest Investment Services Westborough, MA Jan 2007 - Current 9
Northeastern University Boston, MA Sep 1998 - Current 18
Robert J. Mcgann Attorney At Law Waltham, MA Nov 1989 - Current 27
Questar Capital Corporation Westborough, MA Dec 2006 - Jan 2007 < 1
Mcgann Insurance Agency Westborough, MA Jan 1997 - Jan 2007 10
Usallianz Securities Inc. Minneapolis, MN Jan 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Robert J. McGann
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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