Beau McGuire (CRD# 6926854) is an Investment Advisor Representative working at Aw Securities in Folsom, CA and has 1 year of experience in the finance industry. Beau McGuire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aw Securities | Folsom, CA | Nov 2021 - Current | 2 |
| Allworth Financial | Folsom, CA | Apr 2018 - Current | 6 |
| University Enterprise Inc. | Sacramento, CA | Oct 2017 - Apr 2018 | < 1 |
| Sacramento State University | Sacramento, CA | Jan 2017 - Apr 2018 | 1 |
| Lyft | Sacramento, CA | Sep 2014 - Apr 2018 | 3 |
| Sacramento City College | Sacramento, CA | Jan 2015 - Dec 2016 | 1 |
| Carmax | Roseville, CA | Aug 2016 - Nov 2016 | < 1 |
| Chili's | Sacramento, CA | Feb 2015 - May 2015 | < 1 |
| Solar City | Roseville, CA | Jun 2014 - Sep 2014 | < 1 |
| At&t | Roseville, CA | Oct 2008 - Jun 2014 | 5 |
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- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
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CA
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