Colin McGuire (CRD# 7225025) is an Investment Advisor Representative working at Lincoln Investment in Newtown Square, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Analysts | Fort Washington, PA | Mar 2020 - Current | 4 |
| Lincoln Investment | Fort Washington, PA | Feb 2020 - Current | 4 |
| Jpmorgan Chase & Company | Newark, DE | Jul 2019 - Jan 2020 | < 1 |
| Jpmorgan Chase & Company | Newark, DE | Jun 2018 - Aug 2019 | 1 |
| Azie Media | Media, PA | Aug 2014 - Jun 2019 | 4 |
| The Pennsylvania State University | State College, PA | Aug 2015 - May 2019 | 3 |
| Star One Events | State College, PA | Feb 2019 - Apr 2019 | < 1 |
| The Pennsylvania State University | State College, PA | Jan 2019 - Mar 2019 | < 1 |
| Jpmorgan Chase & Company | Newark, DE | May 2017 - Aug 2017 | < 1 |
| Cardinal O'hara High School | Springfield, PA | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- PA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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