Luke Guerrero (CRD# 7690169) is an Investment Advisor Representative working at Klein Pavlis & Peasley Financial, Inc. in Irvine, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kpp Financial | Irvine, CA | Jan 2023 - Current | 1 |
| Dimensional Fund Advisors | Santa Monica, CA | Aug 2016 - Jan 2023 | 6 |
| N/a | Ithaca, NY | Aug 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CA
- TX
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts720ACCOUNTS
-
Average Account Value$225,722
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Other
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, IL, MN, NC, NJ, NY, PA, TX, WA
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