Paul Guerra (CRD# 1888709) is an Investment Advisor Representative working at Brookshire Wealth Management in Canton, OH and has over 29 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 4629095
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookshire Financial Group, Inc. | Canton, OH | May 2002 - Current | 21 |
| Wealthsource Partners, LLC | Canton, OH | Sep 2021 - Nov 2022 | 1 |
| Livingston Group Asset Management Company Dba Southport Capital | Canton, OH | Mar 2021 - Nov 2021 | < 1 |
| Lpl Financial LLC | Canton, OH | Mar 2017 - Feb 2021 | 3 |
| Wells Fargo Advisors Financial Network LLC | Canton, OH | Oct 2009 - Mar 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1995 |
- OH
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts210ACCOUNTS
-
Average Account Value$297,632
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
OH
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