Francisco
Guerra
Solano Wealth Management, Inc
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About this Advisor
Francisco Guerra is a financial advisor based in Fairfield, California, working with Solano Wealth Management, Inc. Francisco has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Bank, Na, California State University, Sacramento, Wells Fargo Clearing Services, LLC, Lpl Financial LLC, and Solano Wealth Management, Inc. Francisco has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Francisco is part of Solano Wealth Management, Inc, which operates out of Fairfield, California. The firm has 8 employees and manages assets totaling $322.3 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Solano Wealth Management, Inc includes asset-based, hourly, and fixed fees.
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Solano Wealth Management, Inc Brokerage Details
$322,261,339
8
841
$383,188
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Francisco Guerra Work History
Lpl Financial LLC
Solano Wealth Managent, Inc
Wells Fargo Advisors LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
California State University, Sacramento
Disclosures
Please visit the SEC profile of Francisco Guerra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Solano Wealth Management, Inc
Fairfield, CA
Fairfield, CA
Fairfield, CA
Fairfield, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
