Guerdon Ely (CRD# 1198844) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Chico, CA and has 1 year of experience in the finance industry. Guerdon Ely 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.
CRD# 6820956
Edward Jones
CRD# 1084751
Securities America Advisors, Inc.
CRD# 2704740
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Integrated Advisors Network, LLC | Palos Verdes Estates, CA | Jul 2017 - Current | 6 |
Ely Prudent Portfolios, LLC | Chico, CA | Nov 2006 - Current | 17 |
- CA
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Total Assets Under Management3,554MILLIONS
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Total Number of Accounts11,258ACCOUNTS
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Average Account Value$315,644
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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