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JM

John M. Mcgivney

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CRD#: 1001787
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Michael Mcgivney was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1981. John had worked at 16 firms and has passed the Series 63, Series 7, Series 24 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 7, 2009 - November 13, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

September 15, 2009 - April 25, 2012

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

September 8, 2009 - December 31, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHARLOTTE, NC
Past

September 8, 2009 - March 25, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
CHARLOTTE, NC
Past

July 29, 2009 - September 8, 2009

MUTUAL SERVICE CORPORATION

RIA
CRD#: 4806
WEST PALM BEACH, FL
Past

February 23, 2009 - September 8, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
WEST PALM BEACH, FL
Past

August 19, 2008 - February 27, 2009

ASSOCIATED SECURITIES CORP.

RIA
CRD#: 12969
EL SEGUNDO, CA
Past

November 9, 2007 - February 27, 2009

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
EL SEGUNDO, CA
Past

November 22, 2006 - April 10, 2007

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX
Past

November 19, 2003 - November 17, 2006

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

October 10, 2002 - January 22, 2003

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

December 20, 2000 - August 27, 2002

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

October 14, 1999 - April 3, 2000

SPECIALIZED INVESTMENTS DIVISION

BD
CRD#: 45351
ATLANTA, GA
Past

October 16, 1998 - August 27, 2002

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

October 3, 1994 - January 5, 1998

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

April 23, 1991 - August 20, 1993

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

October 12, 1989 - December 2, 1989

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 12, 1989 - December 2, 1989

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

October 3, 1984 - October 5, 1989

JOHN M. MCGIVNEY SECURITIES, INC.

BD
CRD#: 15424
Past

May 11, 1983 - June 5, 1984

BRETCOURT SECURITIES CORPORATION

BD
CRD#: 10604
Past

July 29, 1981 - April 8, 1982

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/16/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/22/1983
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


MS
MUTUAL SERVICE CORPORATION
MUTUAL SERVICE CORPORATION

CRD#: 4806 / SEC#: , 8-15313

BD
Terminated by SEC on 11/12/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Michigan since 07/07/1969
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LPL INDEPENDENT ADVISOR SERVICE GROUP LLCPARENT COMPANY
BROWN, STEPHANIE LEIGHDIRECTOR/SECRETARY1973369
DWYER, WILLIAM EDWARD IIIDIRECTOR1274680
KALBAUGH, JOHN ANDREWCHIEF EXECUTIVE OFFICER/CHAIRMAN/DIRECTOR1821773
MITCHELL, CHRISTOPHER MILLSCFO/FINOP2420144
STEARNS, ESTHER MARIONDIRECTOR1088948
VANNOY-PINEDA, KATHLEEN DENISECHIEF COMPLIANCE OFFICER1347526

Disclosures


Regulatory Event6
Arbitration17

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MUTUAL SERVICE CORPORATION

CRD#: 4806

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