Chi hye Quichocho Guerrero
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJan 2026 to now
- Transformational Advisory GroupJan 2026 to now
- Cetera Investment Advisers LLCSep 2025 to Dec 2025
- Cetera Wealth Services, LLCSep 2025 to Dec 2025
- Magellan HealthJul 2023 to Dec 2024
- Avantax Advisory ServicesOct 2019 to Sep 2025
- Avantax Investment Services, Inc.Oct 2019 to Sep 2025
- 1st Global Advisors, IncApr 2019 to Oct 2019
- 1st Global Capital Corp.Apr 2019 to Oct 2019
- HeimlantzOct 2018 to Dec 2025
- Heimlantz Cpas and AdvisorsOct 2018 to Dec 2025
- Tower Federal Credit UnionMay 2018 to Oct 2018
- UnemployedJul 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7034454
- Firm CRD
- 6413