GM
CFA · CFP
GM
CFA · CFP

Grant Mcguire

12 Years of Experience
Fort Worth, TX
Broker

Grant Mcguire is a CFA, CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Worth, TX, with 12 years of industry experience. Grant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

201 Main St, Ste 1700, Fort Worth, TX, 76102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors
May 2024 - Present · 2 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
August 2014 - June 2024 · 9 yrs 10 mos
UBS Financial Services INC.Broker
August 2014 - June 2024 · 9 yrs 10 mos
State Registrations6 states
ARCACOLASCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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