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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McGuire is a financial advisor with Mariner Wealth Advisors, an independent registered investment advisor. Brian has over 18 years of experience in the financial services industry. Brian has experience working with a wide range of clients, including high-net-worth individuals, families, businesses, and institutions. Brian has a strong understanding of financial planning, investment management, and retirement planning. Brian holds a Certified Financial Planner designation and is registered in Maryland, Texas, and Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
03/24/2023 - Present
Mariner Wealth (Herndon VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ASHBURN VA)
VA
05/01/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (ASHBURN VA)
MD
05/23/2011 - 04/25/2014
USAA FINANCIAL ADVISORS, INC. (BETHESDA MD)
MD
02/08/2006 - 04/07/2011
NFP ADVISOR SERVICES (CHEVY CHASE MD)
NY
02/10/2005 - 12/07/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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