Patrick Guentner, financial advisor Wyandotte MI

Patrick Guentner

CRD Number: 2633545
Current Firm: Legacy Investment Advisors LLC

Patrick Guentner (CRD# 2633545) is an Investment Advisor Representative working at Legacy Investment Advisors LLC in Wyandotte, MI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Investment Advisors LLC Wyandotte, MI Oct 2021 - Current 1
Worldwide Capital Advisors LLC Wyandotte, MI Feb 2012 - Current 10
Guentner, Barbee & Assoc. Pllc Wyandotte, MI Jan 2007 - Current 15
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - May 2016 3
First Allied Securities, Inc. San Diego, CA Feb 2007 - May 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S65 NASAA Investment Advisors Law Examination Apr 2001
Contact Info for Patrick A. Guentner
Phone Number: 734 284-5494
Registered State(s):
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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