Margreit RM McInnis is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2024-01-02 | present | Yes |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2023-07-24 | 2023-07-28 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2006-10-03 | 2008-09-19 | — |