Nicholas McGuire (CRD# 7577679) is an Investment Advisor Representative working at United Advisor Group in Miamisburg, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
United Advisor Group | Cincinnati, OH | Feb 2024 - Current | < 1 |
Silver Oak Securities | Jackson, TN | Jul 2023 - Current | < 1 |
Miami Valley Financial Partners | Dayton, OH | Jun 2022 - Current | 2 |
Miami University Oxford | Oxford, OH | Aug 2019 - Aug 2023 | 4 |
Cambridge Investment Research Inc. | Fairfield, IA | Mar 2022 - Jul 2023 | 1 |
University Of Nicosia | Nicosia, | Jan 2022 - May 2022 | < 1 |
Moraine Country Club | Dayton, OH | Apr 2017 - Aug 2021 | 4 |
Moraine Country Club | Dayton, OH | Aug 2016 - Aug 2021 | 5 |
Miamisburg High School | Miamisburg, OH | Aug 2015 - Aug 2019 | 4 |
Miamisburg Middle School | Miamisburg, OH | Jul 2012 - Aug 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- OH
-
Total Assets Under Management579MILLIONS
-
Total Number of Accounts5,955ACCOUNTS
-
Average Account Value$97,191
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, HI, ID, IL, IN, KY, MD, MI, MN, MO, NC, OH, SC, TN, TX
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