Benjamin Guizlo (CRD# 5445590) is an Investment Advisor Representative working at Lpl Financial LLC in Riverside, CA and has over 15 years of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 6302760
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Riverside, CA | Jul 2021 - Current | 2 |
| Enduring Business Management | Riverside, CA | Nov 2020 - Jul 2021 | < 1 |
| Grace Community Church | Riverside, CA | Sep 2016 - Jul 2021 | 4 |
| Waddell & Reed, Inc. | Riverside, CA | May 2012 - Jul 2021 | 9 |
| Various Insurance Carriers For W & R Insurance Agencies | Riverside, CA | May 2012 - Jul 2021 | 9 |
| Pick Group | Riverside, CA | Jun 2015 - Sep 2020 | 5 |
| Mission Inn Foundation | Riverside, CA | Jul 2016 - Jun 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2008 |
- CA
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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