TM
Tracy Mcguire
from Brandywine Oak Private Wealth LLC
Tracy Mcguire is a financial advisor based in Pennsylvania, Kennett Square,
with 34 years of experience. Tracy currently works for
Brandywine Oak Private Wealth LLC.
Tracy maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Tracy Mcguire works at Brandywine Oak Private Wealth LLC
Brandywine Oak Private Wealth LLC is a financial advisory firm based in Kennett Square, Pennsylvania. It currently has approximately $1,183,628,982 of assets under management and employs about 12 people. Brandywine Oak Private Wealth LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
25 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
500 Old Forge Lane, Suite 501, Kennett Square, Pennsylvania, 19348
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