Margaret Louise Mcguire

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 07/2024 → 02/2025
  Osaic
  Scottsdale, AZ
• 01/2021 → 05/2024
  Shippensburg University
  Shippensburg, PA
• 08/2020 → 01/2021
  Royal Alliance
  Easton, PA
• 12/2015 → 08/2020
  Full Time Student
  Bethlehem, PA
• 03/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) Atlas Advisors LLC; DBA; 1 E Broad St, Ste 560, Bethlehem, PA; Investment Related; Paraplanner; Start 7/1/2024; 160 hours/month, 130 hour/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2026-03-17