Milton Guzman, financial advisor Alamo CA

Milton Guzman

CRD Number: 5797511
Current Firm: Advantage Wealth Advisors

Milton Guzman (CRD# 5797511) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 13 years of experience in the finance industry. Milton Guzman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Advantage Wealth Advisors Alamo, CA Aug 2015 - Current 8
Lpl Financial LLC Alamo, CA Mar 2015 - Current 9
First Allied Securities, Inc. Alamo, CA Jul 2013 - Feb 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Milton K. Guzman
Phone Number: (925) 837-1600
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    107
    MILLIONS
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $526,601
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, ID, NM, TX

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