Sean McGuire (CRD# 5636671) is an Investment Advisor Representative working at Mcguire Wealth Management in Wakefield, RI and has over 15 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 5430557
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcguire Wealth Management | Wakefield, RI | Jul 2018 - Current | 5 |
| Wells Fargo Advisors Financial Network LLC | Charlestown, RI | Oct 2009 - Jul 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
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Total Assets Under Management708MILLIONS
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Total Number of Accounts774ACCOUNTS
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Average Account Value$914,267
- A percentage of assets under your management
- 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
DE, FL, LA, MA, NH, RI, VA
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