Juan GuerraCRD Number: 6624576
Current Firm: Advice And Planning Services
Juan Guerra (CRD# 6624576) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 5 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Tiaa-cref Individual & Institutional Services, LLC||Lewisville, TX||Apr 2016 - Current||5|
|Tiaa||Lewisville, TX||Apr 2016 - Current||5|
|Universal Dental Clinic||Garland, TX||Jun 2010 - Apr 2016||5|
|University Of Texas At Dallas||Richardon, TX||Sep 2011 - Aug 2015||3|
|Amc Entertainment, Inc.||Garland, TX||Feb 2014 - Jul 2014||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2016|
|S66||NASAA Uniform Combined State Law Examination||Mar 2018|
Total Assets Under Management36,394MILLIONS
Total Number of Accounts78,786ACCOUNTS
Average Account Value$461,934
- A percentage of assets under your management
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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