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Kenneth Joseph McGuire

Accurate Wealth Management, LLC

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About Kenneth Joseph McGuire

Kenneth McGuire is a financial advisor with over 30 years of experience in the industry. Kenneth has a strong background in insurance sales and investment consulting. Kenneth is currently registered with Accurate Wealth Management, LLC in Florida, Massachusetts, and Texas. Kenneth is a registered representative of AAG Capital, Inc., and holds Series 6, 63, 65, and 26 licenses. In addition, Kenneth has also held positions at WORKMAN SECURITIES CORPORATION, INVESTORS CAPITAL CORP., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Kenneth has experience providing financial planning, portfolio management, and selection of other advisors to individual clients. Kenneth also provides other financial services, such as hourly charges and performance-based fees.

Firm Information

Kenneth McGuire is currently registered with Accurate Wealth Management, LLC. Accurate Wealth Management, LLC is a Registered Investment Advisor with the SEC, headquartered in Wesley Chapel, FL. They offer financial planning, portfolio management for individuals, and selection of other advisors, and participate in wrap fee programs. The firm manages over $780,000,000 in assets for approximately 3,855 clients, primarily individuals, including high-net-worth individuals. They have a team of 26 licensed agents, 25 Investment Adviser Representatives, 21 registered representatives, and 28 investment advisory functions. You can learn more about their services at their website: https://accurateadvisorygroup.com/.
Accurate Wealth Management, LLC

2211 ASHLEY OAKS CIRCLE

WESLEY CHAPEL, FL 33544

$780.49M

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kenneth McGuire’s Registration & Firm History

MA

07/16/2024 - Present

Accurate Wealth Management, LLC (West Yarmouth MA)

MA

01/03/2006 - 06/06/2008

WORKMAN SECURITIES CORPORATION (WEST YARMOUTH MA)

MA

06/02/1998 - 12/31/2005

INVESTORS CAPITAL CORP. (WEST YARMOUTH MA)

MA

02/06/1990 - 06/04/1998

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/06/1990 - 06/04/1998

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/17/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/26/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/25/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/17/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/05/2022

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kenneth Joseph McGuire. Review regulatory record here.
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