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Ryan Byron McGuire

Westshore Wealth

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About Ryan Byron McGuire

Ryan McGuire is an Investment Advisor Representative at Westshore Wealth. Ryan has been in the industry since 2007 and is registered with the state of California. Ryan has a strong background in financial planning and portfolio management. Ryan also provides investment advice to individuals and pension consulting services.

Firm Information

Ryan McGuire is currently registered with Westshore Wealth. Westshore Wealth is a registered investment advisor based in Newport Beach, California. They manage approximately $473.76 million in assets for 692 clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Westshore Wealth provides financial planning, portfolio management for individuals, and pension consulting services.
Westshore Wealth

4041 MACARTHUR BLVD.

NEWPORT BEACH, CA 92660

$473.76M

Assets Under Management

8

Total Clients

5

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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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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Ryan McGuire’s Registration & Firm History

CA

12/18/2018 - Present

Westshore Wealth (Newport Beach CA)

CA

01/26/2012 - 03/31/2014

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (NEWPORT BEACH CA)

CA

05/13/2010 - 01/27/2012

LPL FINANCIAL LLC (TUSTIN CA)

CA

01/07/2010 - 05/12/2010

TNP SECURITIES, LLC (COSTA MESA CA)

CA

01/02/2009 - 12/31/2009

ARI FINANCIAL SERVICES, INC. (WALNUT CREEK CA)

UT

09/04/2008 - 12/31/2008

WILSON-DAVIS & CO., INC. (SALT LAKE CITY UT)

CA

10/31/2007 - 06/26/2008

GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)

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Licenses & Designations

BOTH

Issued 05/20/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/30/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Byron McGuire.
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