Joseph McGahrenCRD Number: 1348079
Current Firm: Strategic Advisers, Inc.
Joseph McGahren (CRD# 1348079) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 24 years of experience in the finance industry.
Commonwealth Financial Network
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Strategic Advisors Inc.||Westlake, TX||Aug 2004 - Current||12|
|Fidelity Brokerage Services, Inc.||Dallas, TX||Oct 1993 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1992|
|S66||NASAA Uniform Combined State Law Examination||Jul 2004|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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