Rory Michael Mcglynn
Gestore di Portafoglio-Azioni presso SPC Financial, Inc.
Profilo
Mr. Rory M.
Mcglynn is a Financial Advisor & Tax Accountant at SPC Financial, Inc. He joined SPC Financial in 2010.
Since then, he has served in a variety of roles at SPC and understands how financial planning works from top to bottom.
He is committed to providing his clients with comprehensive plans to help meet their individualized goals and needs.
He is most interested in developing, implementing, and refining the plans of young professionals who are beginning to envision their own financial futures.
He is a registered representative with Raymond James Financial Services, Inc.
He attended the College of the Holy Cross in Worcester, Massachusetts where he received a B.A.
in Economics.
In 2014, he became a CERTIFIED FINANCIAL PLANNER Professional, after completing his studies in financial planning at the American College.
He is a member of the Board of Directors of the Holy Cross Club of the Capital Region.
He holds a General Securities Representative Series 7 NASAA Uniform Combined State Law Series 66 license, as well as a Life and Health Insurance license.
Posizioni attive di Rory Michael Mcglynn
Società | Posizione | Inizio |
---|---|---|
SPC Financial, Inc.
SPC Financial, Inc. Investment ManagersFinance SPC Financial, Inc. (SPC) is a registered independent investment advisor headquartered in Rockville, Maryland. The firm was founded by William Chatfield in 1970 as Suburban Planning Corp. SPC provides financial planning and portfolio management services for individual, corporate, institutional, ERISA funds, and charitable clients. | Gestore di Portafoglio-Azioni | 01/01/2010 |
Formazione di Rory Michael Mcglynn
College of the Holy Cross (Massachusetts) | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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SPC Financial, Inc.
SPC Financial, Inc. Investment ManagersFinance SPC Financial, Inc. (SPC) is a registered independent investment advisor headquartered in Rockville, Maryland. The firm was founded by William Chatfield in 1970 as Suburban Planning Corp. SPC provides financial planning and portfolio management services for individual, corporate, institutional, ERISA funds, and charitable clients. | Finance |
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