PM

Philip R. Maguire

MAGUIRE STEWARDSHIP PARTNERS
Allen, TX
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CRD#: 5492669
PM

Professional summary


Philip Roderick Maguire, who also goes by Philip R Maguire, Philip Ruderick Maguire, is a registered financial advisor currently at MAGUIRE STEWARDSHIP PARTNERS located in Allen, Texas.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Philip has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Philip R Maguire | Philip Ruderick Maguire

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 Philip Roderick Maguire'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

August 7, 2020 - Present

MAGUIRE STEWARDSHIP PARTNERS

RIA
CRD#: 309782
Allen, TX
Past

February 6, 2020 - April 1, 2020

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
DALLAS, TX
Past

August 30, 2019 - April 1, 2020

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
DALLAS, TX
Past

May 16, 2016 - April 10, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
DALLAS, TX
Past

January 10, 2013 - February 16, 2016

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

August 28, 2012 - March 4, 2013

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
DALLAS, TX
Past

March 13, 2009 - June 22, 2011

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
IRVING, 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
Texas
(8/7/2020)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/22/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MS
MAGUIRE STEWARDSHIP PARTNERS
MAGUIRE STEWARDSHIP PARTNERS | MAGUIRE STEWARDSHIP PARTNERS, LLC

CRD#: 309782 / SEC#:

Texas
Registered Investment Advisory firm - (8/7/2020 Approved)
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Contact information


Main Address
Allen, TX
Mailing Address
Phone number
(817) 228-4043
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts241
AUM (Assets Under Management)$ 17,841,323

Red Flags


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Company Information


MAGUIRE STEWARDSHIP PARTNERS

CRD#: 309782Allen, TX

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