David Skeens Mcguire
Investment adviser representative at Latitude Advisors, LLC
22 yearsExperience
1 stateRegistered in
$566.5MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Latitude Advisors, LLCNov 2009 to now
- Gwn Securities, Inc.Oct 2009 to now
- Berger, Toombs, Elany, Gaines & FrankJun 2004 to now
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Latitude Advisors, LLC
$566.5MAssets managed
1,590Clients
64Advisers
17 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
- 4064564
- Firm CRD
- 151001