TM

Thomas V. Mcguire

BERT REAMES INVESTMENT ADVISORS
Jacksonville, FL
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CRD#: 2558508
TM

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.
The advisor shows no other business activity.

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.

BD
CRD#: 19061
BOSTON, MA
Past

July 23, 2002 - August 4, 2003

HIGH MARK SECURITIES, INC.

BD
CRD#: 42467
LAKELAND, FL
Past

October 20, 2000 - July 31, 2002

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

October 7, 1998 - October 19, 2000

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

December 9, 1994 - October 19, 2000

THE VARIABLE ANNUITY MARKETING COMPANY

BD
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)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


BR
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
2

Red Flags


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Company Information


BERT REAMES INVESTMENT ADVISORS, INC.

CRD#: 141986Jacksonville, FL

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