Oscar Gutierrez, financial advisor Houston TX
93 score

Oscar Gutierrez

CRD Number: 4491704
Current Firm: Transamerica Financial Advisors, Inc.

Oscar Gutierrez (CRD# 4491704) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Houston, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Houston, TX Jan 2012 - Current 4
Wfg Houston, TX Oct 2001 - Current 15
Oscar R. Gutierrez, Cpa Houston, TX Jan 1982 - Current 34
Bauer School Of Business Alumni Association Houston, TX Aug 2010 - Aug 2013 3
Transamerica Financial Advisors, Inc. Houston, TX Jan 2012 - Jan 2012 < 1
Investment Advisors International, Inc. Houston, TX May 2008 - Jan 2012 3
World Group Securities, Inc. Houston, TX Apr 2002 - Jan 2012 9
Self Employed Houston, TX May 1999 - Apr 2011 11
Innergy Lending Houston, TX May 2004 - Dec 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Oscar R. Gutierrez
Phone Number: 727-299-1800
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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