JM
John J. Mcinerney
MCINERNEY INVESTMENT ADVISORS
Orlando, FL 32801
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CRD#: 5492616
JM
Professional summary
John Joseph Mcinerney is a registered financial advisor currently at MCINERNEY INVESTMENT ADVISORS located in Orlando, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view John Joseph Mcinerney's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 1, 2008 - Present
MCINERNEY INVESTMENT ADVISORS
Office #1: 200 E. Robinson Street Suite 780, Orlando, FL 32801RIA
CRD#: 146524
Orlando, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(5/1/2008)
Current Firm
MI
MCINERNEY INVESTMENT ADVISORS
MCINERNEY INVESTMENT ADVISORS | MCINERNEY INVESTMENT ADVISORY SERVICES INC.
CRD#: 146524 / SEC#:
Florida
Registered Investment Advisory firm - (5/1/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 E. Robinson Street Suite 780, Orlando, FL 32801
Mailing Address
Phone number
(407) 587-2034
Established
Firm type
Fiscal year end
# of Employees
9
Red Flags
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