Ashleigh McGuireCRD Number: 6134535
Current Firm: Providence Investment Management, LP
Ashleigh McGuire (CRD# 6134535) is an Investment Advisor Representative working at Providence Investment Management, LP in Providence, RI and has over 2 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Providence Investment Management||Providence, RI||May 2012 - Current||5|
|University Of Rhode Island||Kingston, RI||Sep 2010 - Aug 2012||1|
|Plymouth State University||Plymouth, NH||Sep 2007 - Jun 2010||2|
|Veterans Memorial High School||Warwick, RI||Sep 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2015|
Total Assets Under Management1,624MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$405,964,471
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
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