Guerdon Ely, financial advisor Chico CA

Guerdon Ely

CRD Number: 1198844
Current Firm: Integrated Advisors Network LLC

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.

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Professional Designations
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

Guerdon Ely has no recent exams reported.
Contact Info for Guerdon T. Ely
Phone Number: 855-729-4222
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,554
    MILLIONS
  • Total Number of Accounts
    11,258
    ACCOUNTS
  • Average Account Value
    $315,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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