Terrance McGuire, financial advisor Palos Verdes Estates CA
90 score

Terrance McGuire

CRD Number: 6102706
Current Firm: Ridgewood Investments

Terrance McGuire (CRD# 6102706) is an Investment Advisor Representative working at Ridgewood Investments in Palos Verdes Estates, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ridgewood Investments Short Hills, NJ Aug 2012 - Current 4
Self Employed Boston, MA Oct 2011 - Aug 2012 < 1
Capital Research Company Los Angeles, CA Sep 1998 - Oct 2011 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Terrance P. McGuire
Phone Number: 973-544-6970
Registered State(s):
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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)
Types of Clients
Registered States


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

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