Ian V. Mcginnis
Professional summary
Ian Vincent Mcginnis, who also goes by Ian Mcginnis, is a registered financial advisor currently at DENTAL WEALTH PARTNERS LLC located in Jackson, Mississippi.
Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ian has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 31, 2026 - Present
DENTAL WEALTH PARTNERS LLC
Office #1: 4500 Interstate 55 North Frontage Road, Suite 278, Jackson, MS 39211October 3, 2025 - December 31, 2025
DENTAL WEALTH PARTNERS LLC
November 10, 2021 - October 3, 2025
DAVIS PRIVATE WEALTH, LLC
November 12, 2020 - August 11, 2021
MML INVESTORS SERVICES, LLC
October 19, 2020 - August 11, 2021
MML INVESTORS SERVICES, LLC
September 3, 2019 - September 9, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/31/2026)
Exams
Series 6TO
Date: 9/3/2019
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
DENTAL WEALTH PARTNERS LLC
CRD#: 336688 / SEC#:
Contact information
Red Flags
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Company Information
DENTAL WEALTH PARTNERS LLC
CRD#: 336688Jackson, MS 39211TRUST BUT VERIFY
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