Paul Guerra, financial advisor Canton OH
93 score

Paul Guerra

CRD Number: 1888709
Current Firm: Brookshire Wealth Management

Paul Guerra (CRD# 1888709) is an Investment Advisor Representative working at Brookshire Wealth Management in Canton, OH and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Canton, OH Mar 2017 - Current 1
Brookshire Wealth Management Canton, OH Mar 2017 - Current 1
Wells Fargo Advisors Financial Network LLC Canton, OH Oct 2009 - Mar 2017 7
Commonwealth Financial Network Waltham, MA May 2002 - Oct 2009 7
Brookshire Financial Group, Inc. Canton, OH May 2002 - Oct 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S65 NASAA Investment Advisors Law Examination Apr 1995
Contact Info for Paul D. Guerra
Phone Number: (330) 453-3991
Registered State(s):
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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