Chi Hye Guerrero, financial advisor Dallas TX

Chi Hye Guerrero

CRD Number: 7034454
Current Firm: Avantax Advisory Services

Chi Hye Guerrero (CRD# 7034454) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Magellan Health Scottsdale, AZ Jul 2023 - Current 1
Avantax Advisory Services Annapolis, MD Oct 2019 - Current 4
Avantax Investment Services, Inc. Annapolis, MD Oct 2019 - Current 4
Heimlantz Annapolis, MD Jan 2003 - Current 21
Heimlantz Annapolis, MD Oct 2018 - Jul 2020 1
Heimlantz Annapolis, MD Oct 2018 - Jul 2020 1
1st Global Capital Corp. Annapolis, MD Apr 2019 - Oct 2019 < 1
1st Global Advisors, Inc. Annapolis, MD Apr 2019 - Oct 2019 < 1
Tower Federal Credit Union Laurel, MD May 2018 - Oct 2018 < 1
Unemployed Gambrillis, MD Jul 2017 - May 2018 < 1
Unemployed Columbus, GA Jul 2015 - Jul 2017 2
Unemployed Eagle River, AK May 2006 - Jul 2015 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Chi Hye Q. Guerrero
Phone Number: 972-870-6000
Registered State(s):
  • MD
  • WA
By the Numbers
  • Total Assets Under Management
    41,696
    MILLIONS
  • Total Number of Accounts
    131,534
    ACCOUNTS
  • Average Account Value
    $316,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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