Philip Maguire (CRD# 5492669) is an Investment Advisor Representative working at Maguire Stewardship Partners in Allen, TX and has over 10 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maguire Stewardship Partners | Allen, TX | May 2020 - Current | 3 |
| Smith, Frank & Partners | Dallas, TX | Jul 2019 - Apr 2020 | < 1 |
| Massmutual Life Insurance Co | Dallas, TX | Feb 2016 - Jul 2019 | 3 |
| Mercury Financial Group | Dallas, TX | Apr 2011 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- TX
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts68ACCOUNTS
-
Average Account Value$62,684
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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