Phillip
Guerrero
Pmg Wealth Management
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About this Advisor
Phillip Guerrero is a certified financial planner working in Lake Zurich, Illinois with a total of 6 years of relevant experience. Guerrero is currently employed by Pmg Wealth Management. Over the course of their career, they have held roles at Lpl Financial LLC and Pmg Wealth Management, Inc. Guerrero has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can operate in Illinois and Texas. Pmg Wealth Management is an advisory business based in Lake Zurich, IL. The firm has just four financial advisors. It oversees $126 million in assets under management between its 622 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 622 customer accounts, 15% belong to high-net-worth investors who have at least $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services largely are based on the financial services. However, fees charged by Pmg Wealth Management likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pmg Wealth Management Brokerage Details
$125,622,113
4
622
$201,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Phillip Guerrero Work History
Phillip has been registered as a financial advisor for 6 years.*
Pmg Wealth Management, Inc
Lpl Financial 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 Phillip Guerrero 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 Pmg Wealth Management
Lake Zurich, IL
Cape Coral, FL
Lake Zurich, IL
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.
