Troy Michael Guerrette
Investment adviser representative at Guidance Point Retirement Services, LLC
19 yearsExperience
2 statesRegistered in
ChFC®Designation
$85.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Guidance Point Retirement Services, LLCApr 2025 to now
- Lincoln Financial Distributors, Inc.May 2024 to Mar 2025
- Lincoln Financial Advisors CorporationOct 2007 to May 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (ME, NH).
Guidance Point Retirement Services, LLC
$85.4MAssets managed
7Clients
7Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2405417
- Firm CRD
- 161000