Meagan
Mcguire

Slp Wealth

CRD#6367566
Investment Advisor
in Durham, NC

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About this Advisor

Meagan Mcguire is a financial advisor based in Durham, North Carolina, working with Slp Wealth. Meagan has previously held positions at Massachusetts Mutual Life Insurance Co, Mml Investors Services, LLC, Fitness 19 Ga 149, Massmutual Life Insurance Co, Spire Wealth Management, LLC, Spire Securities, LLC, Mrlandress, Inc Dba Financial Coach Meagan, Slp Wealth, Ringler Associates, and Student Loan Planner. Meagan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Meagan is part of Slp Wealth, which operates out of Durham, North Carolina. The firm has 15 offices and 24 employees. The firm manages assets totaling $9.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Slp Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

555 South Mangum St Suite 100
Durham, NC 27701

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Slp Wealth Brokerage Details

Total Assets Under Management

$8,956,250

NC Average: $3,625,019,099
Total Number of Employees

24

NC Average: 22
Total Number of Accounts

230

NC Average: 1,917
Average Account Size

$38,940

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Meagan Mcguire Work History

2023 - Present (1 year)

Slp Wealth

2019 - Present (5 years)

Student Loan Planner

2018 - Present (6 years)

Massmutual Life Insurance Co

2019 - 2021 (2 years)

Mml Investors Services, LLC

2018 - 2018 (< 1 year)

Spire Wealth Management, LLC

2018 - 2018 (< 1 year)

Spire Securities, LLC

2017 - 2023 (6 years)

Mrlandress, Inc Dba Financial Coach Meagan

2017 - 2021 (4 years)

Ringler Associates

2014 - 2017 (3 years)

Massachusetts Mutual Life Insurance Co

2014 - 2017 (3 years)

Mml Investors Services, LLC

2012 - 2014 (2 years)

Fitness 19 Ga 149

Disclosures

Please visit the SEC profile of Meagan Mcguire to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Slp Wealth

Conor Mahlmann
Chicago, IL
James Mwombela
Durham, NC
Simcha Terwilliger
Newport News, VA
Jacob Courtney
Dayton, OH
Scott Mcdonald
Durham, NC
Kathleen Boyd
San Diego, CA
Angela Pack
Marina, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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