Bryan Gutierrez, financial advisor Campbell CA
90 score

Bryan Gutierrez

CRD Number: 5951048
Current Firm: Pgr Solutions, LLC

Bryan Gutierrez (CRD# 5951048) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pgr Solutions, LLC Campbell, CA May 2012 - Current 4
Narrow Gate Vineyards & Winery Placerville, CA Feb 2012 - Current 4
Jireh's Christian Books Placerville, CA Jun 2004 - May 2012 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Bryan D. Gutierrez
Phone Number: (408) 871-1590
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    534
    MILLIONS
  • Total Number of Accounts
    907
    ACCOUNTS
  • Average Account Value
    $588,880
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AZ, CA, CO, FL, ID, NE, NV, OR, TN, TX, VA, WA

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

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