Dennis McGuire, financial advisor Wakefield RI

Dennis McGuire

CRD Number: 4336544
Current Firm: Mcguire Wealth Management

Dennis McGuire (CRD# 4336544) is an Investment Advisor Representative working at Mcguire Wealth Management in Wakefield, RI and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Mcguire Wealth Management Wakefield, RI Sep 2018 - Current 5
Wells Fargo Advisors Financial Network LLC Charlestown, RI May 2009 - Sep 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Dennis P. McGuire
Phone Number: 401-364-5000
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    708
    MILLIONS
  • Total Number of Accounts
    774
    ACCOUNTS
  • Average Account Value
    $914,267
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

DE, FL, LA, MA, NH, RI, VA

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