Advisor at Ashford Investment Advisors
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Firm
Ashford Investment Advisors
Location
Daytona Beach, FL 32118
Credentials
Series 63, Series 65
Industry experience
22 years
Thomas McGuire is a financial advisor with Ashford Investment Advisors in Daytona Beach, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Bert Reames Investment Advisors since 2005. Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charities, and other entities. The firm manages approximately $76.4 million for about 73 clients, utilizing a blend of fundamental and technical analysis across a diverse range of securities and strategies, including long- and short-term purchases, short sales, and options.
Based on Ashford Investment Advisors
1.00% annually
Up to $500 per hour
Account minimum: $1,000,000
629 N Peninsula Drive
Daytona Beach, FL 32118
Florida
Bert Reames Investment Advisors, Inc.
2019 - Present (7 years)
Bert Reames Investment Advisors, Inc.
2005 - 2019 (14 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Ormond Beach, FL
Seth Heine LLC
CFA®
Ponce Inlet, FL
Beofor Capital LLC
Series 63, Series 65
Ormond Beach, FL
Paracca Financial Group
Series 63
Daytona Beach, FL
Ashford Investment Advisors
Series 66
Ormond Beach, FL
Plan to Prosper Wealth Management
Series 66
Ormond Beach, FL
Storms & Rowdon Financial Services, Inc.
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