Mark Maguire, financial advisor Centennial CO
93 score

Mark Maguire

CRD Number: 5494280
Current Firm: Avant-garde Advisors LLC

Mark Maguire (CRD# 5494280) is an Investment Advisor Representative working at Avant-garde Advisors LLC in Centennial, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthsource Partners, LLC Centennial, CO Jan 2016 - Current < 1
Avant-garde Advisors LLC Centennial, CO Mar 2015 - Current 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
Retired Parker, CO Oct 2007 - Feb 2008 < 1
Wells Fargo Bank, N.a. Denver, CO Oct 2002 - Oct 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Mark Maguire
Phone Number: 303-900-1370
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    363
    MILLIONS
  • Total Number of Accounts
    632
    ACCOUNTS
  • Average Account Value
    $574,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, HI, IL, LA, MI, NE, NH, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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