Melissa Guttenberger
Melissa Guttenberger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in El Campo, TX, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
601 E. Jackson Street, Suite C, El Campo, TX, 77437
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa is the president of 100+ Women Who Care Wharton County, dedicating minimal time to this role. She also manages client relationships and seeks new business opportunities as an independent contractor for Croix Wealth Management, taking about a quarter to half of her time, and owns MGM Wealth Management, spending over half her time on it. Additionally, Melissa owns Prairie Switch Distributors, a vending machine business, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 states
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