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David Skeens McGuire

Latitude Advisors, LLC

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About David Skeens McGuire

David McGuire is a registered investment advisor representative with Latitude Advisors, LLC. David has been in the securities industry since January 30, 2000. David is also a partner in a CPA firm. David has Series 6, 63 and 66 licenses and the SIE exam. David is registered with the state of Florida, North Carolina, and Texas. Latitude Advisors, LLC provides investment advice and financial planning services to individuals, high net worth individuals, pension and profit sharing plans, corporations or other businesses and insurance companies.

Firm Information

David McGuire is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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David McGuire’s Registration & Firm History

FL

11/19/2009 - Present

Latitude Advisors, LLC (FORT PIERCE FL)

FL

01/31/2000 - 11/16/2009

MEDALLION INVESTMENT SERVICES, INC. (FORT PIERCE FL)

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Licenses & Designations

BC

Issued 04/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/07/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Skeens McGuire.
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