Daniel McGuireCRD Number: 6289971
Current Firm: Money Matters With Ken Moraif
Daniel McGuire (CRD# 6289971) is an Investment Advisor Representative working at Money Matters With Ken Moraif in Plano, TX and has over 3 years of experience in the finance industry. Daniel 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.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Money Matters With Ken Moraif||Plano, TX||Jul 2017 - Current||< 1|
|Quadcap Wealth Management, LLC||Frisco, TX||May 2017 - Jun 2017||< 1|
|Bkd Wealth Advisors||Addison, TX||Jan 2014 - May 2017||3|
|Lowell Wealth Management||Lubbock, TX||Mar 2013 - Dec 2013||< 1|
|Student||Pampa, TX||Aug 1995 - Dec 2013||18|
|Student||Lubbock, TX||Jan 2004 - Feb 2013||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management3,873MILLIONS
Total Number of Accounts18,096ACCOUNTS
Average Account Value$214,007
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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