Mariner Wealth Advisors
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About this Advisor
Michael Guerrero is a certified financial planner who works in San Diego, California, with 10 years of professional experience. Guerrero is on the advisory team at Mariner Wealth Advisors. Their career trajectory has included roles at Chase Investment Services Corp, Merrill Lynch, Chrysalis Capital Group LLC, Fidelity Investments, Msec, LLC, Cheryl Kang Guerrero Dds Inc, Lpl Financial LLC and Mariner Wealth Advisors. Guerrero has Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in California. Mariner Wealth Advisors is a financial advisory business operating in San Diego, California. The firm has offices in 24 locations and a total of 143 financial advisors. It has $7 billion in total assets across its 15,767 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 71 charitable organizations. Of its 15,767 client accounts, just 8% belong to high-net-worth individuals who have more than $1 million in investable assets. The business provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice largely vary depending on which services the firm provides the client. However, fee types charged by Mariner Wealth Advisors most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Mariner Wealth Advisors Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Guerrero Work History
Michael has 10 years of experience.
Lpl Financial LLC
Mariner Wealth Advisors
Cheryl Kang Guerrero Dds Inc
Chrysalis Capital Group LLC
Chase Investment Services Corp
Michael Guerrero has no disclosures.
Please visit their SEC profile for more details.