Marc Guerra (CRD# 1230885) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Murfreesboro, TN and has over 38 years of experience in the finance industry.
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 4767570
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Netlaw Inc. | Louisville, KY | Jan 2019 - Current | 5 |
| Estate Plan Services, Dba Marc Guerra | Wheaton, IL | Jan 2014 - Current | 10 |
| Transamerica Financial Advisors, Inc. | Nashville, TN | Jan 2012 - Current | 12 |
| Marc Guerra | West Chicago, IL | Apr 2005 - Current | 19 |
| Wfg | Nashville, TN | Jun 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1985 |
| S65 | NASAA Investment Advisors Law Examination | May 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
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