Mark MaguireCRD Number: 5494280
Current Firm: Wealthsource Partners, LLC
Mark Maguire (CRD# 5494280) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Centennial, CO and has over 9 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|Wealthsource Partners, LLC||Centennial, CO||Jan 2016 - Current||2|
|Avant-garde Advisors LLC||Centennial, CO||Mar 2015 - Dec 2016||1|
|Resources Investment Advisors, Inc. Dba Bukaty Companies||Greenwood Village, CO||Dec 2012 - Mar 2015||2|
|Lpl Financial LLC||Greenwood Village, CO||Dec 2012 - Mar 2015||2|
|Wells Fargo Advisors, LLC||Greenwood Village, CO||Jun 2009 - Dec 2012||3|
|Wachovia Securities, LLC||Greenwood Village, CO||Apr 2008 - May 2009||1|
|A.g. Edwards & Sons, Inc.||Greenwood Village, CO||Feb 2008 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management657MILLIONS
Total Number of Accounts2,687ACCOUNTS
Average Account Value$244,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, HI, ID, IL, LA, MA, MI, MT, NE, NH, NJ, NM, NV, OK, OR, SC, TX, VA, WA, WI, WY
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