Unclaimed Profile

Meagan Rae Mcguire

SLP WEALTH LLC·DURHAM, North Carolina

SIE, Series 6, Series 6TO, Series 63, Series 65CFP ChFCClean record10 years registeredSLP WEALTH LLC

555 SOUTH MANGUM ST, DURHAM, NC 27701CRD# 6367566Firm CRD# 325631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Meagan Rae Mcguire · DURHAM, NC

Registration

CRD #6367566 · SLP WEALTH LLC · 10 years registered

Brand Profile

Not yet started

Career History

SLP WEALTH

Dec 2023 – present

MML INVESTORS SERVICES, LLC

Sep 2019 – Jan 2021

ATLANTA, GA

SPIRE WEALTH MANAGEMENT, LLC

Mar 2018 – Dec 2018

Alpharetta, GA

MML INVESTORS SERVICES, LLC

Jul 2016 – Mar 2017

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 63

Series 65

Registration record

First registered · July 21, 2016

Years registered · 10

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SLP WEALTH LLC

CRD 325631 · SEC 801-127646

AUM

$9M

Regulatory assets under management

Employees

230 client accounts

Services offered by SLP WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SLP WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Meagan Rae Mcguire offer?

Meagan Rae Mcguire specializes in Financial Planning, Investment Management. Contact their office in DURHAM, North Carolina for a consultation.

What are Meagan Rae Mcguire's credentials?

Meagan Rae Mcguire holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Meagan Rae Mcguire located?

Meagan Rae Mcguire is based in DURHAM, North Carolina, working with SLP WEALTH LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.

How does Meagan Rae Mcguire charge for services?

Meagan Rae Mcguire's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SLP WEALTH LLC?

SLP WEALTH LLC has approximately 25 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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