Sean Mcgrath

Sean Mcgrath Email and Phone Number

Independent Wealth Advisor @ Capital Wealth Management
newport beach, california, united states
Sean Mcgrath's Location
Irvine, California, United States, United States
Sean Mcgrath's Contact Details

Sean Mcgrath work email

Sean Mcgrath personal email

About Sean Mcgrath

Specialties: Comprehensive wealth management for invdividuals, families and foundations.Western International Securities, Inc. (“WIS”) is a registered broker-dealer (Member FINRA www.finra.org/SIPC www.sipc.org) and SEC Registered Investment Advisor. Capital Wealth Management and Western International Securities, Inc. are separate and unaffiliated entities. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. CA Insurance #: 0E67917 WIS representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional.2555 Townsgate Rd Ste 300Westlake Village CA 91361800.435.3550smcgrath@wisdirect.com

Sean Mcgrath's Current Company Details
Capital Wealth Management

Capital Wealth Management

View
Independent Wealth Advisor
newport beach, california, united states
Website:
capital-wm.com
Employees:
3
Sean Mcgrath Work Experience Details
  • Capital Wealth Management
    Independent Wealth Advisor
    Capital Wealth Management Feb 2009 - Present
    Newport Beach, California

Sean Mcgrath Skills

Investments Finance Wealth Management Investment Strategies Series 7 Alternative Investments Investment Advisory Leadership Securities Asset Allocation Portfolio Management 401k Series 63 Financial Planning Insurance Estate Planning Equities Financial Analysis Strategic Financial Planning Risk Management Series 65 Financial Advisory Strategic Planning Management

Frequently Asked Questions about Sean Mcgrath

What company does Sean Mcgrath work for?

Sean Mcgrath works for Capital Wealth Management

What is Sean Mcgrath's role at the current company?

Sean Mcgrath's current role is Independent Wealth Advisor.

What is Sean Mcgrath's email address?

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What skills is Sean Mcgrath known for?

Sean Mcgrath has skills like Investments, Finance, Wealth Management, Investment Strategies, Series 7, Alternative Investments, Investment Advisory, Leadership, Securities, Asset Allocation, Portfolio Management, 401k.

Who are Sean Mcgrath's colleagues?

Sean Mcgrath's colleagues are Talia W., Al Shemtob.

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