Thomas Mcinerney
Thomas Mcinerney is a registered investment advisor at Insight Advisors, LLC, based in Newtown, PA, with 45 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 899 clients with $790M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10 N. State Street, Newtown, PA, 18940
Get directionsHistory
Regulatory History (1)
Regulatory
May 1995Other Business ActivitiesSells Insurance
Thomas is involved in several business activities, including real estate development, an alarm security company, and pipe coating. He also works full-time as an investment advisor and branch manager for Insight Advisors, LLC, and spends minimal time as an insurance agent.
Employment History
Current Registrations
Insight Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.