Grant McGuire, financial advisor Fort Worth TX
88 score

Grant McGuire

CRD Number: 6362347
Current Firm: Ubs Financial Services Inc.

Grant McGuire (CRD# 6362347) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Worth, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Fort Worth, TX Jul 2014 - Current 2
Unemployed Carrollton, TX Jan 2014 - Jul 2014 < 1
1512 Enterprises, Llc Dba The Treehouse Bar & Grill Denton, TX May 2010 - Jan 2014 3
Wharton School Of The Univerity Of Pennsylvania Philadelphia, PA Aug 2006 - May 2010 3
Bobby Moffat Soccer Camps Dallas, TX May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Grant M. McGuire
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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