Patrick Guentner (CRD# 2633545) is an Investment Advisor Representative working at Legacy Investment Advisors LLC in Wyandotte, MI and has over 28 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Investment Advisors LLC | Wyandotte, MI | Oct 2021 - Current | 2 |
| Worldwide Capital Advisors LLC | Wyandotte, MI | Feb 2012 - Current | 12 |
| Guentner, Barbee & Assoc. Pllc | Wyandotte, MI | Jan 2007 - Current | 17 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - May 2016 | 3 |
| First Allied Securities, Inc. | San Diego, CA | Feb 2007 - May 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2001 |
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Total Assets Under Management62MILLIONS
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Total Number of Accounts395ACCOUNTS
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Average Account Value$157,582
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, MI
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