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Pamela A Mcgirr

INSPEREX
Mokena, IL
·CRD# 2042204·30 years experience

Professional Summary

Pamela A Mcgirr, who also goes by Pamela Anne Mcgirr, Pamela Mcgirr, Mcgirr Anne Pamela Anne, is a registered financial advisor currently at INSPEREX LLC located in Mokena, Illinois. Pamela is registered as a RR (Registered Representative) and started their career in finance in 1990. Pamela has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Pamela Anne Mcgirr, Pamela Mcgirr, Mcgirr Anne Pamela Anne

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

INSPEREX LLC·CRD# 101420
BD
Mokena, IL
April 9, 2025 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Hyannis, MA
September 29, 2022 - March 25, 2025
JEFFERIES LLC·CRD# 2347
BD
Boston, MA
September 3, 2013 - April 7, 2022
FHN FINANCIAL SECURITIES CORP.·CRD# 46346
BD
Boston, MA
May 7, 2009 - August 19, 2013
SALOMON BROTHERS INC.·CRD# 740
BD
New York, NY
December 9, 1997 - September 1, 1998
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
October 17, 1997 - March 27, 2008
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
New York, NY
March 29, 1990 - June 13, 1991

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Current Firm

IL
INSPEREX LLC

INCAPITAL | INTEGRATED INVESTMENTS, L.L.C. | INTEGRATED CAPITAL, LLC | INSPEREX LLC | INSPEREX | INCAPITAL, LLC | INCAPITAL LLC

CRD#: 101420 / SEC#: 8-52081
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

25 Se 4th Avenue Suite 400, Delray Beach, FL 33483

Mailing Address

233 South Wacker Drive Suite 4400, Chicago, IL 60606

Phone Number

(312) 379-3700

Established

Delaware since 09/01/2023

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
INCAPITAL HOLDINGS LLCMEMBER: VOTING—
BUSSCHER, ARNOLD BRADLEYCHIEF ADMINSTRATIVE OFFICER AND GENERAL COUNSEL2213934
CARRELS, CHRISTINE ANNCHIEF MARKETING OFFICER6651750
DEEG, ADITI DAVARECHIEF FINANCIAL OFFICER; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER; FIN/OP4279152
ELLIOTT, LAURA SUEPRESIDENT2125558
LEHRMAN, IRACHIEF TECHNOLOGY OFFICER2577289
MITCHELL, SCOTT ALEXANDERCHIEF EXECUTIVE OFFICER4717597
NICHOLSON, MARSHALL ALLENHEAD OF STRATEGIC INITIATIVES4585471
PAPAGIANNIS, JAMES JOHNCHIEF COMPLIANCE OFFICER & AMLCO2449960
TOLAR, JOHN MHEAD OF FIXED INCOME SALES & TRADING3075402

Disclosures

Regulatory Event

1

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(4/9/2025)
RR
Alaska
(4/9/2025)
RR
Arizona
(4/9/2025)
RR
Arkansas
(4/9/2025)
RR
California
(4/9/2025)
RR
Colorado
(4/9/2025)
RR
Connecticut
(4/9/2025)
RR
Delaware
(4/9/2025)
RR
District of Columbia
(4/9/2025)
RR
Florida
(4/9/2025)
RR
Georgia
(4/9/2025)
RR
Hawaii
(4/9/2025)
RR
Idaho
(4/9/2025)
RR
Illinois
(4/9/2025)
RR
Indiana
(4/9/2025)
RR
Iowa
(4/9/2025)
RR
Kansas
(4/9/2025)
RR
Kentucky
(4/9/2025)
RR
Louisiana
(4/9/2025)
RR
Maine
(4/9/2025)
RR
Maryland
(4/9/2025)
RR
Massachusetts
(4/9/2025)
RR
Michigan
(4/9/2025)
RR
Minnesota
(4/9/2025)
RR
Mississippi
(4/9/2025)
RR
Missouri
(4/9/2025)
RR
Montana
(4/9/2025)
RR
Nebraska
(4/9/2025)
RR
Nevada
(4/9/2025)
RR
New Hampshire
(4/9/2025)
RR
New Jersey
(4/9/2025)
RR
New Mexico
(4/9/2025)
RR
New York
(4/9/2025)
RR
North Carolina
(4/9/2025)
RR
North Dakota
(4/9/2025)
RR
Ohio
(4/10/2025)
RR
Oklahoma
(4/9/2025)
RR
Oregon
(4/9/2025)
RR
Pennsylvania
(4/9/2025)
RR
Puerto Rico
(4/9/2025)
RR
Rhode Island
(4/9/2025)
RR
South Carolina
(4/9/2025)
RR
South Dakota
(4/9/2025)
RR
Tennessee
(4/9/2025)
RR
Texas
(4/9/2025)
RR
Utah
(4/9/2025)
RR
Vermont
(4/9/2025)
RR
Virgin Islands
(4/9/2025)
RR
Virginia
(4/9/2025)
RR
Washington
(4/9/2025)
RR
West Virginia
(4/9/2025)
RR
Wisconsin
(4/9/2025)
RR
Wyoming
(4/9/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 1997About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Pamela A Mcgirr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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