Mary K. Mcguire

BERT REAMES INVESTMENT ADVISORS

PORT ORANGE, FL

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CRD#: 6553801

Professional summary

Mary Kate Mcguire MS. is a registered financial advisor currently at BERT REAMES INVESTMENT ADVISORS, INC. located in Port Orange, Florida.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Mary has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Kate Mcguire MS.'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

June 23, 2016 - Present

BERT REAMES INVESTMENT ADVISORS, INC.

RIA

CRD#: 141986

PORT ORANGE, FL

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

Florida
(6/23/2016)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/21/2016

Uniform Investment Adviser Law Examination

Current Firm

BERT REAMES INVESTMENT ADVISORS, INC.

BERT REAMES INVESTMENT ADVISORS, INC. | THOMAS VICTOR MCGUIRE (1.A. WAS ORIGINALLY FILLED OUT IN ERROR).

CRD#: 141986 / SEC#:

Florida

Registered Investment Advisory firm - (10/13/2003 Approved)

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Contact information

Main Address

Jacksonville, FL

Mailing Address

Phone number

(386) 852-2999

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Mary K. Mcguire

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Kate Mcguire MS.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

BERT REAMES INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/2016

Current Firm

BERT REAMES INVESTMENT ADVISORS, INC.

Contact information

Documents

Red Flags

Company Information

BERT REAMES INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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