Stephen McGuirk, financial advisor Mission Viejo CA

Stephen McGuirk

CRD Number: 5880484
Current Firm: Ameriprise Financial Services, LLC

Stephen McGuirk (CRD# 5880484) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mission Viejo, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Mission Viejo, CA Mar 2020 - Current 4
Ameriprise Financial Services Inc. Newport Beach, CA Jul 2018 - Current 5
Edward Jones St. Louis, MO Oct 2013 - Jul 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Stephen McGuirk
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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