Advisor at Brown, Lisle/Cummings, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Brown, Lisle/Cummings, Inc.
Location
Providence, RI 02903
Credentials
CFP®, Series 63, Series 65
Industry experience
32 years
Joseph Mcginn Jr. is a CFP® with over 32 years of industry experience, currently serving at Brown, Lisle/Cummings, Inc. in Providence, RI, where he has worked since 1996. He holds Series 63 and Series 65 licenses and is part of a seven-advisor team at the firm. Brown, Lisle/Cummings provides investment advisory services to individuals, trusts, estates, charitable organizations, and various business entities. The firm offers portfolio management, financial planning, and consulting, utilizing a structured client intake process and a diversified mix of investment products, operating primarily on a wrap-fee basis.
Fixed fees for financial planning and consulting, typically $500 to $1,000
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 1.00%
As a broker-dealer, BLC and its registered representatives may receive commissions from securities transactions and insurance products, separate from advisory fees
Fee-only: Fixed fees typically range from $500 to $1,000 for financial planning and consulting services
One Turks Head Place Suite 800
Providence, RI 02903
Rhode Island
Brown, Lisle/Cummings, Inc.
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Providence, RI
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Series 63
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CFP®
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CFP®, Series 66
Lincoln, RI
Eisenhiler Capital LLC
Series 63, Series 65
Providence, RI
Lodestar Wealth, LLC
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