Thomas V. Mcguire
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 8 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Victor Mcguire's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 13, 2003 - Present
BERT REAMES INVESTMENT ADVISORS, INC.
August 6, 2008 - Present
ASHFORD INVESTMENT ADVISORS
June 11, 2026 - Present
MARIDEA WEALTH MANAGEMENT
August 7, 2003 - April 15, 2005
SIGNATOR FINANCIAL SERVICES, INC.
July 23, 2002 - August 4, 2003
HIGH MARK SECURITIES, INC.
October 20, 2000 - July 31, 2002
VOYA FINANCIAL PARTNERS, LLC
October 7, 1998 - October 19, 2000
VALIC FINANCIAL ADVISORS, INC.
December 9, 1994 - October 19, 2000
THE VARIABLE ANNUITY MARKETING COMPANY
Primary Firm SEC Registration
MARIDEA WEALTH MANAGEMENT
CRD#: 325523 / SEC#: 801-129360
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/13/2003)
Exams
Current Firm
MARIDEA WEALTH MANAGEMENT
CRD#: 325523 / SEC#: 801-129360
Contact information
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,904 |
| AUM (Assets Under Management) | $ 958,721,478 |
Red Flags
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