Emily McGuire (CRD# 7257577) is an Investment Advisor Representative working at Lincoln Investment in Newtown Square, PA and has over 2 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 |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Jun 2023 - Current | 1 |
| Capital Analysts | Fort Washington, PA | Jun 2023 - Current | 1 |
| Lincoln Investment | Fort Washington, PA | Apr 2023 - Current | 1 |
| Northwestern Mutual | King Of Prussia, PA | Feb 2022 - Mar 2023 | 1 |
| The Vanguard Group, Inc. | Malvern, PA | Jul 2021 - Feb 2022 | < 1 |
| Pennsylvania State University | Media, PA | Aug 2017 - May 2021 | 3 |
| Lincoln Investment Planning | Fort Washington, PA | May 2020 - Aug 2020 | < 1 |
| Azie Media | Media, PA | Apr 2017 - Jan 2020 | 2 |
| Dairy Cottage | Springfield, PA | May 2018 - Jul 2018 | < 1 |
| Cardinal O'hara High School | Springfield, PA | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- 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
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