Thomas V. Mcguire

BERT REAMES INVESTMENT ADVISORS

Jacksonville, FL

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CRD#: 2558508

Professional summary

Thomas Victor Mcguire is a registered financial advisor currently at BERT REAMES INVESTMENT ADVISORS, INC. located in Jacksonville, Florida and ASHFORD INVESTMENT ADVISORS .

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Thomas has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Walsh Consulting Group Inc. d/b/a Ashford Investment Advisors, Inc. * This business is investment-related. * 629 North Peninsula Drive, Daytona Beach, FL 32118 * This is an RIA firm with group and individual clients. * I am a Registered Representative of the firm. * I bring referral business to the firm for clients that may need the services of the firm. * 06/2014 as a Registered Representative * Minimal... zero to three hours depending on the attainment of a potential client... no standing requirement for work time required * zero to one depending on client presentation to the firm * I present potential clients to this firm if approached by a group client employee who may wish to continue their relationship with Ashford upon leaving their full time job with the group client. I do not solicit, but will entertain the presentation of the client to Ashford if approached by an employee of a group client that may benefit from the services of Ashford.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Victor Mcguire's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 13, 2003 - Present

BERT REAMES INVESTMENT ADVISORS, INC.

RIA

CRD#: 141986

Jacksonville, FL

Current

August 6, 2008 - Present

ASHFORD INVESTMENT ADVISORS

RIA

CRD#: 141587

Past

August 7, 2003 - April 15, 2005

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

BOSTON, MA

Past

July 23, 2002 - August 4, 2003

HIGH MARK SECURITIES, INC.

CRD#: 42467

LAKELAND, FL

Past

October 20, 2000 - July 31, 2002

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

October 7, 1998 - October 19, 2000

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

December 9, 1994 - October 19, 2000

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/13/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/28/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/11/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/8/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BERT REAMES INVESTMENT ADVISORS, INC.

BERT REAMES INVESTMENT ADVISORS, INC. | THOMAS VICTOR MCGUIRE (1.A. WAS ORIGINALLY FILLED OUT IN ERROR).

CRD#: 141986 / SEC#:

Florida

Registered Investment Advisory firm - (10/13/2003 Approved)

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Contact information

Main Address

Jacksonville, FL

Mailing Address

Phone number

(386) 852-2999

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Thomas V. Mcguire

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Victor Mcguire's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERT REAMES INVESTMENT ADVISORS, INC.

ASHFORD INVESTMENT ADVISORS

SIGNATOR FINANCIAL SERVICES, INC.

HIGH MARK SECURITIES, INC.

VOYA FINANCIAL PARTNERS, LLC

VALIC FINANCIAL ADVISORS, INC.

THE VARIABLE ANNUITY MARKETING COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2005

Series 63

Date: 9/11/1998

Series 6

Date: 12/8/1994

Current Firm

BERT REAMES INVESTMENT ADVISORS, INC.

Contact information

Documents

Red Flags

Company Information

BERT REAMES INVESTMENT ADVISORS, INC.

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