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Rachel Marie McGuire

Private Capital Management, LLC

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About Rachel Marie McGuire

Rachel McGuire is a financial advisor with Private Capital Management, LLC based in Denver, Colorado. Rachel McGuire has been in the financial services industry since 2007. She holds the Series 7 and Series 66 licenses and is a Certified Financial Planner™ professional and a Chartered Financial Analyst. Rachel McGuire specializes in financial planning, portfolio management, and pension consulting. Private Capital Management, LLC is an investment advisory firm that provides financial services to individuals, corporations, and charitable organizations.

Firm Information

Rachel McGuire is currently registered with Private Capital Management, LLC. Private Capital Management, LLC is an investment advisor headquartered in Denver, Colorado, with a focus on providing financial planning, pension consulting, and portfolio management services for individuals, corporations, businesses, and charitable organizations. The firm manages over $1.7 billion in assets and has a team of 15 investment advisor representatives.
Private Capital Management, LLC

200 FILLMORE STREET

DENVER, CO 80206

$1.74B

Assets Under Management

Not reported

Total Clients

13

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Rachel McGuire’s Registration & Firm History

CO

11/29/2023 - Present

Private Capital Management, LLC (DENVER CO)

IN

04/27/2007 - 12/09/2008

LPL FINANCIAL CORPORATION (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 05/02/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/25/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Marie McGuire.
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