Francisco Javier Guerra
Investment adviser representative at Solano Wealth Advisors
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$331.9MFirm 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Solano Wealth AdvisorsJul 2024 to now
- Solano Wealth Investment Advisors, LLCJul 2024 to now
- LPL Financial LLCJan 2022 to now
- Solano Wealth Management, Inc.Feb 2022 to Jul 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2022
- Wells Fargo Advisors LLCSep 2016 to Nov 2016
- Wells Fargo Bank, NAMay 2011 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Solano Wealth Advisors
Legal name: Solano Wealth Investment Advisors, LLC
$331.9MAssets managed
456Clients
3Advisers
2 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
- 6711410
- Firm CRD
- 322037