Joseph Gutierrez, financial advisor Atlanta GA
90 score

Joseph Gutierrez

CRD Number: 6151409
Current Firm: Signator Investors, Inc.

Joseph Gutierrez (CRD# 6151409) is an Investment Advisor Representative working at Signator Investors, Inc. in Atlanta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Nashville, TN Jan 2014 - Current 2
Oneamerica Securities Norcross, GA Jan 2013 - Dec 2013 < 1
American United Life Norcross, GA Aug 2012 - Dec 2013 1
Intelligent Inventory Solutions Smyrna, GA Jul 2011 - Sep 2012 1
Unemployed Smyrna, GA Mar 2010 - Jun 2011 1
Atlanta Beverage Company Atlanta, GA Feb 2007 - Feb 2010 3
World Lincoln Mercury Of Alpharetta Alpharetta, GA Oct 2006 - Jan 2007 < 1
Unemployed Smyrna, GA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Joseph D. Gutierrez
Phone Number: 800-543-6611
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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