Advantage Wealth Advisors
Advantage Wealth Advisors (CRD# 280028) is a financial advisory firm headquartered in Alamo, CA. They manage $64,000,000 in 216 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management64MILLION
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Total Number of Accounts216ACCOUNTS
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Average Account Value$296,296
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NM, TX
Milton Guzman (CRD# 5797511) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 7 years of experience in the finance industry. Milton Guzman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bruce Wilson (CRD# 2964933) is an Investment Advisor Representative working at Advantage Wealth Advisors in Queen Creek, AZ and has over 20 years of experience in the finance industry.
Dwight Peterson (CRD# 5729281) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 8 years of experience in the finance industry.
Adam Ezrilov (CRD# 2679694) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 22 years of experience in the finance industry.
Virgil Threlkeld (CRD# 2811386) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 21 years of experience in the finance industry.