Richard P Slater
Investment adviser representative at Mcginn Penninger Investment Management Inc.
16 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$204.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Mcginn Penninger Investment Management Inc.Feb 2025 to now
- Richard P Slater Financial Planning Services, LLCJun 2010 to Feb 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 7 states (CA, DC, FL, MD, NY, SC, VA).
Mcginn Penninger Investment Management Inc.
$204.4MAssets managed
332Clients
4Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5798365
- Firm CRD
- 107396