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.
CRD# 1286432
Equitable Advisors, LLC
CRD# 6671460
Olympus Capital, LLC
CRD# 4922143
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Magellan Health | Scottsdale, AZ | Jul 2023 - Current | 1 |
Avantax Advisory Services | Annapolis, MD | Oct 2019 - Current | 5 |
Avantax Investment Services, Inc. | Annapolis, MD | Oct 2019 - Current | 5 |
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 |
- MD
- WA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
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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