James Maguire, financial advisor Davison MI

James Maguire

CRD Number: 5438864
Current Firm: Lpl Financial LLC

James Maguire (CRD# 5438864) is an Investment Advisor Representative working at Lpl Financial LLC in Davison, MI and has over 16 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial, LLC Fenton, MI Jul 2018 - Current 5
Jp Morgan Chase Bank, Na Flint, MI Jan 2018 - Jul 2018 < 1
J.p. Morgan Securities LLC Flint, MI Oct 2012 - Jul 2018 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc, MI Jun 2016 - Jun 2016 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for James F. Maguire
Phone Number: 704-733-3300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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, WY

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