DM
David S. Mcguire
LATITUDE ADVISORS
FORT PIERCE, FL
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CRD#: 4064564
DM
Professional summary
David Skeens Mcguire JR is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Fort Pierce, Florida and GWN SECURITIES INC. located in Fort Fierce, Florida.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. David has worked at 4 firms and has passed the Series 63, Series 66, SIE 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.
6/04- PRESENT CPA FIRM - BERGER TOOMBS ELANY GAINES AND FRANK - 35/40 HOURS PER WEEK 11/09 - PRESENT LATITUDE ADVISORS, LLC - VERO BEACH, FL - INVESTMENT ADVISOR REP - 10/15 HOURS PER MONTH ADDRESS: 600 Citrus Ave, Suite 200, Fort Pierce, 34981, United States DESCRIPTION: Partner in a CPA Firm. INSURANCE AGENT POSITION: OWNER NATURE: PROVIDE LIFE INSURANCE, VARABLE, FIXED, AND INDEX ATTUITIES TO CLIENTS INVESTMENT RELATED: YES HOURS: 10 INVESTMENT RELATED HOURS: 1 START DATE: 07/15/2001 ADDRESS: 5305 PALMETTO DR, FORT PIERCE FL 34982 DESCRIPTION: PROVIDE ADVISE AND NEED FOR LIFE INSURANCE, VARABLE, FIXED, AND INDEX ATTUITIES TO CLIENTS DAVID MCGUIRE, LLC - SINGLE MEMBER LLC WITH NO ASSETS OR ACTIVITY OTHER THAN FILING FEES WITH THE STATE OF FLORIDA SUNRISE KIWANIS CLUB OF FORT PIERCE POSITION: MEMBER NATURE: CIVIC ORGANIZATION INVESTMENT RELATED: NO NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 200 N. INDIAN RIVER DR, FORT PIERCE FL 34950 DESCRIPTION: I am just a normal dues paying member of the organization at this time Latitude Advisors LLC, Is Investment Related, DBA, Financial Professional, 2009-11-02, 20 hours per month, 20 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales CUVEY FOUNDATION Is Not Investment Related, "5475 NW ST JAMES DR, SUITE 357, PORT ST LUCIE, FL, 34983, United States", NON PROFIT, TREASUER, 10/7/2025, 2 hours per month, 0 hours per month during trading hours, No Compensation Compensation Description: TREASUER OF A NON PROFIT THAT WILL HELP MINORITY KIDS
CRS (Client Relationship Summary) - RIA
Click below to view David Skeens Mcguire JR'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®
NoneExperience
Current
November 19, 2009 - Present
LATITUDE ADVISORS, LLC
RIA
CRD#: 151001
FORT PIERCE, FL
Current
November 3, 2009 - Present
GWN SECURITIES INC.
RIA
BD
CRD#: 128929
FORT FIERCE, FL
Past
January 18, 2002 - November 16, 2009
MEDALLION ADVISORY SERVICES, LLC
RIA
CRD#: 113788
FORT PIERCE, FL
Past
January 31, 2000 - November 16, 2009
MEDALLION INVESTMENT SERVICES, INC.
BD
CRD#: 45314
FORT PIERCE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(11/3/2009)
IAR
Florida(11/19/2009)
RR
New York(11/11/2025)
RR
Texas(12/2/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Yorkville, IL
Mailing Address
Phone number
(630) 553-3730
Established
Firm type
Fiscal year end
# of Employees
70
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,305 |
| AUM (Assets Under Management) | $ 379,516,000 |
Red Flags
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