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Brittany Guerrero

2 Years of Experience
San Antonio, TX
Broker

Brittany Guerrero is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Antonio, TX, with 2 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

17806 W Interstate 10, Suite 300, San Antonio, TX, 78257

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brittany owns rental real estate and an Etsy stationery and sticker shop, each requiring minimal time. She is also a financial advisor associated with Oak Crest Advisors, dedicating about half her time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2024 - Present · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
LPL Financial LLC
October 2023 - October 2024 · 1 yr
LPL Financial LLCBroker
June 2023 - October 2024 · 1 yr 4 mos
State Registrations13 states
COFLINLANJNYOHOKPATXVAWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.