Guideline Investments, LLC

Guideline Investments, LLC (CRD# 281515) is a financial advisory firm headquartered in San Mateo, CA. They manage $158,000,000 in 2,000 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    2,000
    ACCOUNTS
  • Average Account Value
    $79,000
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Guideline Investments, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Nicolle C. Willson
CRD#: 4944506
3050 S Delaware St, #202, San Mateo, CA 94403
96
Wealthminder
score

Nicolle Willson (CRD# 4944506) is an Investment Advisor Representative working at Guideline Investments, LLC in San Mateo, CA and has over 10 years of experience in the finance industry. Nicolle Willson 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.

2
Robert C. L'amour
CRD#: 5732094
3050 S Delaware St, #202, San Mateo, CA 94403
93
Wealthminder
score

Robert L'amour (CRD# 5732094) is an Investment Advisor Representative working at Guideline Investments, LLC in San Mateo, CA and has over 8 years of experience in the finance industry.

3
Rosanna Leroe-Muñoz
CRD#: 4983819
3050 S Delaware St, #202, San Mateo, CA 94403
93
Wealthminder
score

Rosanna Leroe-Muñoz (CRD# 4983819) is an Investment Advisor Representative working at Guideline Investments, LLC in San Mateo, CA and has over 11 years of experience in the finance industry.

4
Jeff Rosenberger
CRD#: 4018505
3050 S Delaware St, #202, San Mateo, CA 94403
90
Wealthminder
score

Jeff Rosenberger (CRD# 4018505) is an Investment Advisor Representative working at Guideline Investments, LLC in San Mateo, CA and has over 5 years of experience in the finance industry.

5
Carol Ho
CRD#: 6565419
3050 S Delaware St, #202, San Mateo, CA 94403
89
Wealthminder
score

Carol Ho (CRD# 6565419) is an Investment Advisor Representative working at Guideline Investments, LLC in San Mateo, CA and has over 2 years of experience in the finance industry.

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