Mcguire Wealth Management
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About this Advisor
Dennis Mcguire is a financial advisor who works out of Wakefield, Rhode Island who has 5 years of relevant experience. Mcguire is on the advisory team at Mcguire Wealth Management. Throughout their career, they have worked at Wells Fargo Advisors Financial Network LLC and Mcguire Wealth Management. Mcguire maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Rhode Island. Mcguire Wealth Management is an advisory company headquartered in Wakefield, RI. It administers $558 million in assets between its 743 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 743 client accounts, 51% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees usually vary depending on the services. However, fees billed by Mcguire Wealth Management typically consist of asset-based fees.
Certifications and Registrations
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Mcguire Wealth Management Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Dennis Mcguire Work History
Dennis has been registered as a financial advisor for 5 years.*
Mcguire Wealth Management
Wells Fargo Advisors Financial Network LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Dennis 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 Mcguire Wealth Management
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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