Matthew
Mcguire
Parallel Advisors, LLC
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About this Advisor
Matthew Mcguire is a financial advisor based in Oklahoma City, Oklahoma, working with Parallel Advisors, LLC. Matthew has previously held positions at Argent Institutional Services, LLC, Heritage Trust Company, and Parallel Advisors LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Matthew is part of Parallel Advisors, LLC, which operates out of Oklahoma City, Oklahoma. The firm has 13 offices and 111 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Parallel Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Parallel Advisors, LLC Brokerage Details
$7,076,381,972
111
19,694
$359,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Mcguire Work History
Parallel Advisors LLC
Argent Institutional Services, LLC
Heritage Trust Company
Disclosures
Please visit the SEC profile of Matthew Mcguire to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Parallel Advisors, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Scottsdale, AZ
Dallas, TX
San Francisco, CA
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