Advisors at this firm
Michael M
Series 63, Series 65
Bethany, OK
McGuire Capital Advisors, Inc.
Michael McGuire is a financial advisor with McGuire Capital Advisors, Inc. in Bethany, Oklahoma, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has held roles at multiple related entities including McGuire Tax Advisors, LLC, McGuire Retirement Solutions, LLC, and McGuire Holding Company, LLC. In addition to his advisory work, he co-owns McGuire Tax Advisors, a tax advisory and preparation business. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a blend of fundamental analysis and charting to build individualized investment profiles and manages approximately $116 million across roughly 1,175 clients.
Justin D
Series 65
Bethany, OK
McGuire Capital Advisors, Inc.
Justin Dodson is a financial advisor with McGuire Capital Advisors, Inc. in Bethany, Oklahoma. He holds a Series 65 designation and has one year of industry experience. Prior to joining McGuire Capital Advisors, he worked at Retire Safe LLC and operated his own business for several years. Dodson is also licensed as an Insurance Producer in Oklahoma and offers fixed insurance products through McGuire Retirement Solutions, LLC. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a combination of fundamental analysis and charting to build individualized investment profiles and manages approximately $116 million for about 1,175 clients.
M. M
Series 66
Bethany, OK
McGuire Capital Advisors, Inc.
M. McGuire is a financial advisor at McGuire Capital Advisors, Inc. in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. He has worked at several related firms including McGuire Capital Management, L.L.C. and Access Financial Group, Inc. McGuire is also licensed as an Insurance Producer in Oklahoma and provides life insurance services through McGuire Retirement Solutions, LLC. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a combination of fundamental analysis and charting to implement individualized investment portfolios and manages approximately $116 million for about 1,175 clients.
Scott M
Series 65
Bethany, OK
McGuire Capital Advisors, Inc.
Scott McPherson is a financial advisor at McGuire Capital Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has worked in various related roles, including tax and consulting services as a Certified Public Accountant since 2001. He is also co-owner and business manager of McGuire Tax Advisors, LLC and is licensed to sell health and life insurance in Oklahoma. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm employs a mix of fundamental analysis and charting to build individualized investment profiles and offers access to third-party model strategies through a co-advisor relationship.