Mei
Guo
Cetera Investment Advisers LLC
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About this Advisor
Mei Guo is a financial advisor operating in Monterey Park, California who has 6 years of industry experience. Guo is an employee of Cetera Investment Advisers LLC. Throughout their career, Guo has worked at Cathay Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Lpl Financial, LLC. Guo holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in California. Cetera Investment Advisers LLC is an advisory business operating out of Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 advisors. It handles $33 billion in assets under management between its 176,986 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 431 charitable organizations. Of its 176,986 customer accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets. Cetera Investment Advisers LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types billed by Cetera Investment Advisers LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mei Guo Work History
Mei has been registered as a financial advisor for 6 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Cathay Bank
Lpl Financial, LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mei Guo 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 Cetera Investment Advisers LLC
San Marino, CA
Oklahoma City, OK
Philadelphia, PA
Irvine, CA
Anaheim, CA
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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