Nancy Guillen
CRD Number: 5601761
Current Firm: Creative Financial Designs, Inc.
Compensation Model: Both
Nancy Guillen (CRD# 5601761) is an Investment Advisor Representative working at Southern Heritage Investments & Planning in Morristown, TN.
Advisory Services are offered through Creative Financial Designs, Inc. a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc, a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer, Kokomo, IN 46902 (765) 453-9600.
Southern Heritage Investments & Planning is not affiliated with cfd Investments, Inc. or Creative Financial Designs, Inc.
CRD# 2951927
Lpl Financial LLC
CRD# 2994722
Wmg Financial Advisors, LLC
CRD# 6792758
Portfolio Medics, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Financial Designs | Kokomo, IN | Sep 2013 - Current | 10 |
| Cfd Investments Inc. | Kokomo, IN | Aug 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- TN
-
Total Assets Under Management2,082MILLIONS
-
Total Number of Accounts12,377ACCOUNTS
-
Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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
Advisory Services are offered through Creative Financial Designs, Inc. a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc, a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer, Kokomo, IN 46902 (765) 453-9600.
Southern Heritage Investments & Planning is not affiliated with cfd Investments, Inc. or Creative Financial Designs, Inc.
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