linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Macguire James Killian

Florida Financial Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Macguire? Claim Your Profile

About Macguire James Killian

Macguire James Killian is a Financial Advisor with Florida Financial Advisors, LLC. Macguire is registered with the state of Pennsylvania and holds Series 63, 65, and 6TO licenses. Macguire offers financial planning, pension consulting, and portfolio management services to individuals and businesses. Macguire also holds the SIE license and is registered with FINRA. Macguire has been in the industry since September 2021.

Firm Information

Macguire Killian is currently registered with Florida Financial Advisors, LLC. Florida Financial Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. The firm provides a range of financial services to individuals, including financial planning, pension consulting, and portfolio management. With over 1,371 accounts and $199,000,000 in regulatory assets under management, Florida Financial Advisors, LLC serves primarily high-net-worth individuals and individuals other than high-net-worth. They are registered with the SEC and offer wrap fee program participation.
Florida Financial Advisors, LLC

401 S 12TH ST.

TAMPA, FL 33602

$199.00M

Assets Under Management

4,539

Total Clients

364

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

2% of net worth or assets for financial planning clients

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Macguire Killian’s Registration & Firm History

PA

10/04/2024 - Present

Florida Financial Advisors, LLC (Philadelphia PA)

Not sure if Macguire James Killian is right for you?

Licenses & Designations

BC

Issued 12/15/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/17/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/2022

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

BC

Issued 07/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Macguire James Killian.
Not sure if Macguire James Killian is right for you?