Alberto GuerreroCRD Number: 6683000
Current Firm: We Family Offices
Alberto Guerrero (CRD# 6683000) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 5 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Vectorglobal Wmg||Miami, FL||Jul 2016 - Current||6|
|Unemployed||Worcester, MA||May 2016 - Jul 2016||< 1|
|Enernoc||Worcester, MA||Dec 2015 - May 2016||< 1|
|Cutler Capital Management||Worcester, MA||May 2015 - Dec 2015||< 1|
|Student||Worcester, MA||Aug 2014 - May 2015||< 1|
|World Energy||Worcester, MA||Jun 2014 - Aug 2014||< 1|
|Media Services||Worcester, MA||Aug 2013 - Jun 2014||< 1|
|Privest||Mexico City,||Aug 2012 - Aug 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
Total Assets Under Management13,382MILLIONS
Total Number of Accounts96ACCOUNTS
Average Account Value$139,400,646
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, NY
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