Corina Marcela Gutman
CFP®Professional Summary
Corina Marcela Gutman, CFP®, who also goes by Corina Marcela Caruso, Corina Marcela Deangeli, Corina Marcela Lambright, was a registered financial advisor. Corina was a previously registered financial professional and started their career in finance 1986 - 2026. Corina had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Corina Marcela Caruso, Corina Marcela Deangeli, Corina Marcela Lambright
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS
Contact Information
Main Address
7470 Center St, Mentor, OH 44060Phone Number
(440) 510-1901# of Employees
22SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,706AUM (Assets Under Management)
$805,361,469Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1986About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jan 1988About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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