Meagan Rae Mcguire
Investment adviser representative at Slp Wealth
12 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$63.7MFirm assets
Are you Meagan Rae 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
Experience
12 years in the industry.
- Slp WealthApr 2023 to now
- Student Loan PlannerNov 2019 to now
- Massmutual Life Insurance CoMar 2018 to now
- MML Investors Services, LLCJul 2019 to Oct 2021
- Spire Securities, LLCFeb 2018 to Dec 2018
- Spire Wealth Management, LLCFeb 2018 to Dec 2018
- Mrlandress, Inc. dba Financial Coach MeaganMar 2017 to Apr 2023
- Ringler AssociatesMar 2017 to Dec 2021
- MML Investors Services, LLCJul 2014 to Mar 2017
- Massachusetts Mutual Life Insurance CoJan 2014 to Mar 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Slp Wealth
Legal name: Slp Wealth LLC
$63.7MAssets managed
1,657Clients
14Advisers
3 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
- 6367566
- Firm CRD
- 325631