Kenneth McGuire (CRD# 1998997) is an Investment Advisor Representative working at Mcguire Financial Services, Inc. in West Yarmouth, MA and has over 17 years of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 6353257
Shp Wealth Management, LLC
CRD# 5029299
Martha's Vineyard Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aag Capital, Inc. | Wesley Chapel, FL | Oct 2022 - Current | 1 |
| Mcguire Financial Services, Inc. | West Yarmouth, MA | Jul 2005 - Current | 18 |
| Strategic Tax Advisor Resources, Inc. | W. Yarmouth, MA | Sep 2011 - Jul 2021 | 9 |
| Global Financial Private Capital, LLC | Sarasota, FL | Jan 2010 - Dec 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
| S63 | Uniform Securities State Law Examination | Dec 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- MA
- TX
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Total Assets Under Management70MILLIONS
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Total Number of Accounts410ACCOUNTS
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Average Account Value$171,854
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MA, TX
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