Phillip Guerrero
Investment adviser representative at Pmg Wealth Management
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$198.3MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Pmg Wealth Management, Inc.Jan 2017 to now
- LPL Financial LLCOct 2007 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Pmg Wealth Management
Legal name: Pmg Wealth Management, Inc.
$198.3MAssets managed
443Clients
4Advisers
4 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
- 2896913
- Firm CRD
- 285899