Martin T. Mcguire
DIVERSIFIED | Lifelong Financial Advisor
Mountain Brook, AL 35213
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CRD#: 4906807
Professional summary
Martin Tyler Mcguire MR, CFP®, who also goes by Martin Tyler Mcguire, is a registered financial advisor currently at DIVERSIFIED, LLC located in Mountain Brook, Alabama.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Martin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Tyler joined Diversified in April of 2022. He graduated with honors from the University of Alabama with a degree in Corporate Finance and a minor in Economics. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2014.
Tyler is an avid musician and discovered his love of music at 16 when a friend urged him to join the high school drumline. When an opportunity to play in a touring band presented itself after his first year of college, Tyler seized the opportunity, traveling from Florida to Virginia for three years to play for a growing fan base. When the group disbanded, he went back to school to finish his degree and developed an interest in finance and helping families improve their quality of life.
Through his work, he embodies the values of hard work, love of family, honesty, and humility that his family and small-town upbringing instilled in him at an early age. Tyler deeply respects those who have diligently worked to accumulate a nest egg, and as an investment advisor, uses his conservative approach to craft plans that help clients live comfortably today and in the future.
Outside of work, Tyler is still a creative soul and performing drummer. He is also a handyman of sorts who enjoys spending time with family, traveling, cooking, and reading.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Long-term Care
Estate Planning
Tax Planning
Retirement Income Management
Comprehensive Financial Planni...
Education Planning
Employee and Employer Plan Ben...
Elder Care
Insurance Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
Attending College
401(k)/403(b)/IRAs
Annuities
Buying a Home
Asset Allocation
Estate Planning
Investment Management
Employee Benefits
Getting Married
Identity Theft
Mutual Funds
Insurance
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Starting a Family
Medical & Health Issues
Sudden Wealth
Men's Finances
Special Needs
Are you a "fiduciary"?
Yes
Aliases
Martin Tyler Mcguire
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 Martin Tyler Mcguire MR'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®
CFP®
Start date: 2014
Experience
Current
August 5, 2024 - Present
DIVERSIFIED, LLC
Office #1: 3900 Montclair Rd Suite 200, Mountain Brook, AL 35213RIA
CRD#: 331709
Mountain Brook, AL
Past
April 1, 2022 - November 4, 2024
DIVERSIFIED, LLC
RIA
CRD#: 123859
BIRMINGHAM, AL
Past
April 8, 2011 - March 31, 2022
MARCA LIFE PLANNING
RIA
CRD#: 134639
CHELSEA, AL
Past
February 28, 2006 - October 21, 2016
TRIAD ADVISORS LLC
BD
CRD#: 25803
BIRMINGHAM, AL
Past
March 31, 2005 - February 6, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
BIRMINGHAM, AL
Past
March 15, 2005 - February 6, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
March 15, 2005 - February 6, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
DL
DIVERSIFIED, LLC
DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC
CRD#: 331709 / SEC#: 801-130728
RIA
Registered Investment Advisory firm - (8/5/2024 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.Highlighted states indicate IAR registrations
IAR
Alabama(8/5/2024)
IAR
Texas(8/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DL
DIVERSIFIED, LLC
DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC
CRD#: 331709 / SEC#: 801-130728
RIA
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Contact information
Main Address
3705 Concord Pike, Wilmington, DE 19803
Mailing Address
Phone number
(302) 765-3500
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,494 |
| AUM (Assets Under Management) | $ 2,080,500,590 |
Red Flags
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Company Information
DIVERSIFIED, LLC
Lifelong Financial AdvisorCRD#: 331709Mountain Brook, AL 35213TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
