Malvern, PA Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

1600 Paoli Pike, Ste 200

Malvern PA 19355

Advisors at this office

2

Advisors at this office

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Brendan M

Series 66

Malvern, PA

Cambridge Investment Research Advisors

Brendan Mc Ginn is a financial advisor with Cambridge Investment Research Advisors in Malvern, PA, holding a Series 66 designation and one year of industry experience. His prior work includes four years at United States Liability Insurance and four years at the University of Scranton. He is a member of the Chester County Chamber of Business and Industry. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across various platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Stephen M

CFP®, ChFC®, Series 63

Malvern, PA

Cambridge Investment Research Advisors

Stephen McGinn is a CFP® and ChFC® with 36 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2008. He is also an independent insurance agent and a member of the Chester County Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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