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Financial ADVSR advisor directory · SEC adviser records

McGuire Wealth Management financial advisors in Wakefield, RI

Every SEC-registered investment adviser representative at a McGuire Wealth Management office in Wakefield, A to Z.

3 registered advisors work at McGuire Wealth Management in Wakefield, out of 3 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

McGuire Wealth Management advisors in Wakefield, A to Z

Every McGuire Wealth Management advisor →

McGuire Wealth Management advisors in every city and state →McGuire Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Wakefield

All Wakefield advisors →

LPL Financial LLC 6Ameriprise Financial Services, LLC 4Raymond James Financial Services Advisors, Inc. 3

Questions

How many financial advisors does McGuire Wealth Management have in Wakefield?

3 investment adviser representatives are registered at McGuire Wealth Management offices in Wakefield, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is McGuire Wealth Management one of the largest advisor employers in Wakefield?

McGuire Wealth Management ranks number 3 in Wakefield by registered advisors; LPL Financial LLC has the most, with 6.

How do I check a McGuire Wealth Management advisor in Wakefield?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the McGuire Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.