Brian McGinty Location
Phoenix, AZ, US
Brian McGinty Work
- 2025 - now Managing Director @ Schwab Advisor Services
- 2023 - 2025 Director, Centralized Relationship Management @ Schwab Advisor Services
- 2020 - 2023 Relationship Manager @ Schwab Advisor Services
- 2017 - 2019 Regional VP - RIA @ Raymond James Investment Management
- 2010 - 2017 Vice President and RIA Consultant @ OppenheimerFunds
- 2009 - 2010 VP and Regional Director - Sales @ Grail Advisors
- 2003 - 2009 VP and Regional Director - Sales @ Charles Schwab
- 1998 - 2003 National Sales Manager - Registered Investment Advisors @ Safeco Insurance
- 1995 - 1998 Regional Marketing Representative @ Schwab Advisor Services
Brian McGinty Education
- University of Colorado at Denver
- University of Hawaii at Manoa
Brian McGinty Skills
- Mutual Funds
- Equities
- ETFs
- Financial Advisory
- FINRA
- Separately Managed Accounts
- Fixed Annuities
- Relationship Management
- Trading
- Bonds
Brian McGinty Summary
Brian McGinty, based in Phoenix, AZ, US, is currently a Managing Director at Schwab Advisor Services. Brian McGinty brings experience from previous roles at Schwab Advisor Services, Carillon Tower Advisers and OppenheimerFunds. Brian McGinty holds a University of Colorado at Denver. With a robust skill set that includes Mutual Funds, Equities, ETFs, Financial Advisory, FINRA and more. Brian McGinty has 2 emails on RocketReach.
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