Anselveno
Gutierrez
Lpl Financial LLC
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About this Advisor
Anselveno Gutierrez is a certified financial planner based in Madison, Mississippi with a total of 2 years of industry experience. Gutierrez works at Lpl Financial LLC. During their career, Gutierrez has held roles at Nationwide, Northwestern Mutual Investment Services LLC, Northwestern Mutual Financial Network, Lpl Financial, LLC, Ifg Advisory, LLC D/B/A Wealthpoint Investment Management, Guardian Life Insurance Company Of America, Park Avenue Securities, Lpl Financial LLC and Trustmark National Bank. Gutierrez holds a Series 63 license, designating them as a securities agent, and is able to operate in Mississippi and Texas. Lpl Financial LLC is a financial advisory business headquartered in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in assets under management among its 1,688,501 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are associated with high-net-worth clients who have more than $1 million in investable assets. The business 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, educational seminars and other services. Fees for financial management are based on the type of financial services offered. Fee types billed by Lpl Financial LLC may include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
- Other
Anselveno Gutierrez Work History
Anselveno has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Trustmark National Bank
Park Avenue Securities
Guardian Life Insurance Company Of America
Lpl Financial, LLC
Ifg Advisory, LLC D/B/A Wealthpoint Investment Management
Nationwide
Northwestern Mutual Investment Services LLC
Northwestern Mutual Financial Network
*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 Anselveno Gutierrez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
