Francisco Guerra (CRD# 4444989) is an Investment Advisor Representative working at Creativeone Securities, LLC in San Antonio, TX and has over 21 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Client One Securities, LLC | Leawood, KS | Oct 2017 - Current | 6 |
| Unemployed | Laredo, TX | Jan 2016 - Oct 2017 | 1 |
| Bbva Securities Inc. | Laredo, TX | May 2013 - Jan 2016 | 2 |
| Bbva Wealth Solutions Inc. | Houston, TX | Oct 2010 - Jan 2016 | 5 |
| Compass Bank | Laredo, TX | Jun 2010 - Jan 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- TX
-
Total Assets Under Management1,719MILLIONS
-
Total Number of Accounts22,082ACCOUNTS
-
Average Account Value$77,839
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.