Stephen McGuirk, financial advisor Foothill Ranch CA
90 score

Stephen McGuirk

CRD Number: 5880484
Current Firm: Edward Jones

Stephen McGuirk (CRD# 5880484) is an Investment Advisor Representative working at Edward Jones in Foothill Ranch, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Oct 2013 - Current 3
Transamerica Financial Advisors, Inc. Anaheim, CA Mar 2012 - Oct 2013 1
World Financial Group Seal Beach, CA Feb 2012 - Oct 2013 1
Mcmobile Accessories Foothill Ranch, CA Aug 2005 - Jul 2013 7
Massmutual Financial Group Newport Beach, CA Jan 2011 - Sep 2011 < 1
Mml Investors Services Newport Beach, CA Jan 2011 - Sep 2011 < 1
Paychex Inc. Santa Ana, CA Apr 2007 - Jun 2009 2
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: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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