Lorena Guerrero
Lorena Guerrero is a registered investment advisor at Sanctuary Advisors, LLC, based in McAllen, TX, with 26 years of industry experience. Lorena is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.
Fee Estimator
Location
200 South 10th ST., STE 501, McAllen, TX, 78501
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Other Business Activities
Lorena manages a rental property since 2008, dedicating minimal time to it. She is also a member of Excelsis Holdings LLC, a real estate investment firm, since 2022, also dedicating minimal time.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.
Sanctuary Securities, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
UBS International INC.Broker
UBS Painewebber INC.Broker
Frost Brokerage Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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