Guideline Investments, LLC

Guideline Investments, LLC (CRD# 281515) is a financial advisory firm headquartered in San Mateo, CA. They manage $120,692 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $4,642
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
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.

CA

Financial Advisors at Guideline Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nicolle C. Willson
CRD#: 4944506
500a 2nd Ave, San Mateo, CA 94401
96
Wealthminder
score

Nicolle Willson (CRD# 4944506) is an Investment Advisor Representative working at Guideline Investments, LLC in San Mateo, CA and has over 9 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
Rosanna Leroe-Muñoz
CRD#: 4983819
500a 2nd Ave, San Mateo, CA 94401
90
Wealthminder
score

Rosanna Leroe-Muñoz (CRD# 4983819) 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.

3
Carol Ho
CRD#: 6565419
500a 2nd Ave, San Mateo, CA 94401
87
Wealthminder
score

Carol Ho (CRD# 6565419) is an Investment Advisor Representative working at Guideline Investments, LLC in San Mateo, CA and has 1 year of experience in the finance industry.

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