Brian Patrick Mcguire
Investment adviser representative at Geneos Wealth Management, Inc.
21 yearsExperience
2 statesRegistered in
ChFC®Designation
$9.2BFirm assets
Are you Brian Patrick Mcguire? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Mcguire Financial IncJan 2020 to now
- Geneos Wealth Management, Inc.Sep 2014 to now
- Sequoia Wealth PartnersJun 2005 to Jan 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (GA, NE).
Geneos Wealth Management, Inc.
$9.2BAssets managed
21,668Clients
184Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2280520
- Firm CRD
- 120894