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Meagan Rae Mcguire

SLP WEALTH
CANTON, GA
·CRD# 6367566·11 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Meagan Rae Landress

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

SLP WEALTH·CRD# 325631
RIA
Canton, GA
December 21, 2023 - Present
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Atlanta, GA
September 19, 2019 - January 13, 2021
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Atlanta, GA
July 9, 2019 - January 13, 2021
SPIRE WEALTH MANAGEMENT, LLC·CRD# 113908
RIA
Alpharetta, GA
March 12, 2018 - December 17, 2018
SPIRE SECURITIES, LLC·CRD# 144131
BD
Mclean, VA
March 9, 2018 - December 17, 2018
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Atlanta, GA
July 21, 2016 - March 10, 2017
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Atlanta, GA
April 10, 2015 - March 10, 2017

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Current Firm

SW
SLP WEALTH

SLP WEALTH | SLP WEALTH LLC

CRD#: 325631 / SEC#: 801-127646
RIA
Registered Investment Advisory firm - SEC (4/13/2023 Approved)

Contact Information

Main Address

555 South Mangum St Suite 100, Durham, NC 27701

Phone Number

(910) 315-0973

# of Employees

21

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026-07-03 SLP WEALTH FORM ADV PART 2A (7/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,895

AUM (Assets Under Management)

$63,694,981

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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 - SEC (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.
IAR
Georgia
(1/18/2024)
IAR
Texas
(12/21/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2016About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2015About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 2022About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2015About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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