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Thomas Victor McGuire

Ashford Investment Advisors

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About Thomas Victor McGuire

Thomas Victor McGuire is an investment advisor representative with Ashford Investment Advisors and Bert Reames Investment Advisors, Inc. He is based in DAYTONA BEACH, FL. Thomas has been in the industry since 1994 and has a Series 6, 63, and 65 license.

Firm Information

Thomas McGuire is currently registered with Ashford Investment Advisors. Ashford Investment Advisors is an investment advisory firm based in New York, NY, registered with the SEC. They provide advisory and reporting services, but do not manage client portfolios. They serve high net worth individuals, corporations and other businesses, individuals other than high net worth, and pension and profit sharing plans.

$63.28M

Assets Under Management

10

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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advisory/reporting, but not portfolio management

Advisory/reporting, but not portfolio management

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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percentage of assets

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

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Thomas McGuire’s Registration & Firm History

FL

01/01/2025 - Present

Ashford Investment Advisors (DAYTONA BEACH FL)

MA

08/07/2003 - 04/15/2005

SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)

FL

07/23/2002 - 08/04/2003

HIGH MARK SECURITIES, INC. (LAKELAND FL)

CT

10/20/2000 - 07/31/2002

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

TX

10/07/1998 - 10/19/2000

AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

12/09/1994 - 10/19/2000

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

IA

Issued 09/28/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Victor McGuire.
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