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MM

Meagan R. Mcguire

SLP WEALTH
CANTON, GA
Some features on this profile are disabled
CRD#: 6367566
MM

Professional summary


Meagan Rae Mcguire, who also goes by Meagan Rae Landress, is a registered financial advisor currently at SLP WEALTH located in Canton, Georgia.

Meagan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Meagan has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Meagan Rae Landress

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.
STUDENT LOAN PLANNER not investment-related private residence in Canton, GA student loan repayment consulting Student Loan Consultant 11/1/2019 45 hours per month 45 hours during trading student loan consulting MEAGAN LANDRESS investment-related private residence in Canton, GA insurance sales Licensed Insurance Agent 06/25/2014 0 hours per month 0 hours during trading not actively selling

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Meagan Rae Mcguire's CRS (Customer Relationship Summary).
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

December 21, 2023 - Present

SLP WEALTH

RIA
CRD#: 325631
CANTON, GA
Past

September 19, 2019 - January 13, 2021

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
ATLANTA, GA
Past

July 9, 2019 - January 13, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ATLANTA, GA
Past

March 12, 2018 - December 17, 2018

SPIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 113908
Alpharetta, GA
Past

March 9, 2018 - December 17, 2018

SPIRE SECURITIES, LLC

BD
CRD#: 144131
MCLEAN, VA
Past

July 21, 2016 - March 10, 2017

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
ATLANTA, GA
Past

April 10, 2015 - March 10, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ATLANTA, GA

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".
SW
SLP WEALTH
SLP WEALTH | SLP WEALTH LLC

CRD#: 325631 / SEC#: 801-127646

RIA
Registered Investment Advisory firm - (4/13/2023 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
Georgia
(1/18/2024)
IAR
Texas
(12/21/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/10/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 8/17/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SW
SLP WEALTH
SLP WEALTH | SLP WEALTH LLC

CRD#: 325631 / SEC#: 801-127646

RIA
Registered Investment Advisory firm - (4/13/2023 Approved)
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Contact information


Main Address
555 South Mangum St Suite 100, Durham, NC 27701
Mailing Address
Phone number
(910) 315-0973
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025-07-15 SLP WEALTH FORM ADV PART 2A (7/15/2025)

Regulatory assets under management


Total Number of Accounts846
AUM (Assets Under Management)$ 29,211,037

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


SLP WEALTH

CRD#: 325631Canton, GA

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