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MM

Mark C. Maguire

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CRD#: 5494280
MM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Cahill Maguire, who also goes by Mark C Maguire, Mark Maguire, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2008. Mark had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark C Maguire | Mark 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.
1) CJL TWELVE-22, LLC; NOT INVESTMENT RELATED; 6101 LONG PRAIRIE ROAD, SUITE 744, FLOWER MOUND, TEXAS 75028; COMMERCIAL PROPERTY LANDLORD; MANAGING MEMBER AND REGISTERED AGENT; JUNE 22, 2017 START DATE; APPROXIMATELY 10 HOURS/MONTH DEVOTED; APPROXIMATELY 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL DUTIES TO OPERATE THE ENTITY. _____ | _____ 2) ERM ARMOR, LLC; NOT INVESTMENT RELATED; 6101 LONG PRAIRIE ROAD, SUITE 744, FLOWER MOUND, TEXAS 75028; SHELL COMPANY; MANAGING MEMBER AND REGISTERED AGENT; JUNE 5, 2017 START DATE; APPROXIMATELY 10 HOURS/MONTH DEVOTE; APPROXIMATELY 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL DUTIES TO OPERATE THE ENTITY.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 21, 2016 - July 27, 2024

WEALTHSOURCE®

RIA
CRD#: 282202
HIGHLANDS RANCH, CO
Past

March 2, 2015 - December 15, 2016

AVANT-GARDE ADVISORS LLC

RIA
CRD#: 151527
CENTENNIAL, CO
Past

January 5, 2015 - March 2, 2015

ONEDIGITAL

RIA
CRD#: 106766
GREENWOOD VILLAGE, CO
Past

April 10, 2014 - April 22, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
GREENWOOD VILLAGE, CO
Past

January 2, 2013 - December 31, 2014

ONEDIGITAL

RIA
CRD#: 106766
OVERLAND PARK, KS
Past

December 14, 2012 - March 12, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
GREENWOOD VILLAGE, CO
Past

April 28, 2008 - December 17, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
GREENWOOD VILLAGE, CO
Past

April 14, 2008 - December 17, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/25/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WE
WEALTHSOURCE®
AVANT-GARDE ADVISORS LLC | WEALTHSOURCE® PARTNERS, LLC | WEALTHSOURCE® PARTNERS | WEALTHSOURCE® | WEALTHSOURCE PARTNERS, LLC | VICTORY INDEPENDENT PLANNING, LLC | VELLUM FINANCIAL, LLC | LEGACY WEALTH ADVISORS | BARRETT PLANNING GROUP, INC.

CRD#: 282202 / SEC#: 801-107199

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Contact information


Main Address
735 Tank Farm Road Suite 240, San Luis Obispo, CA 93401
Mailing Address
Phone number
(805) 546-1000
Established
Firm type
Fiscal year end
# of Employees
50

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - 20240330 (3/30/2024)

Regulatory assets under management


Total Number of Accounts6,245
AUM (Assets Under Management)$ 2,116,238,123

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WEALTHSOURCE®

CRD#: 282202

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