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Meagan Rae McGuire

SLP Wealth

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About Meagan Rae McGuire

Meagan McGuire is a financial advisor with SLP Wealth. Meagan has over 8 years of experience in the financial services industry. Meagan is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Meagan helps individuals and families with their financial planning, including retirement planning, investment management, and estate planning. Meagan is also a licensed insurance agent.

Firm Information

Meagan McGuire is currently registered with SLP Wealth. SLP Wealth, headquartered in Durham, North Carolina, is a registered investment advisor (RIA) offering financial planning and portfolio management services for individuals and businesses. The firm has 2 licensed agents and 16 investment advisor representatives, managing over $29 million in assets for approximately 846 clients. They specialize in serving high-net-worth individuals and individuals other than high-net-worth, with a focus on personalized financial guidance and investment strategies.
SLP Wealth

555 SOUTH MANGUM ST

DURHAM, NC 27701

$29.21M

Assets Under Management

1,080

Total Clients

12

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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Meagan McGuire’s Registration & Firm History

NC

12/21/2023 - Present

SLP Wealth (DURHAM NC)

GA

07/09/2019 - 01/13/2021

MML INVESTORS SERVICES, LLC (ATLANTA GA)

VA

03/09/2018 - 12/17/2018

SPIRE SECURITIES, LLC (MCLEAN VA)

GA

04/10/2015 - 03/10/2017

MML INVESTORS SERVICES, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 06/10/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2022

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Meagan Rae McGuire.
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