PG
Paul D. Guerra
BROOKSHIRE WEALTH MANAGEMENT
CANTON, OH 44718
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CRD#: 1888709
PG
Professional summary
Paul David Guerra, AIF®, who also goes by Paul Guerra, is a registered financial advisor currently at BROOKSHIRE WEALTH MANAGEMENT located in Canton, Ohio and CONCURRENT INVESTMENT ADVISORS, LLC located in Canton, Ohio.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Paul has worked at 14 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Guerra
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.
1) PAUL DAVID GUERRA; INVESTMENT RELATED; 4450 BELDEN VILLAGE STREET NW, SUITE 601, CANTON, OHIO 44718; INSURANCE SALES; SOLE PROPRIETOR AND LICENSED INSURANCE PRODUCER; 12/20/1991; APPROX. 20 HOURS DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCTION DUTIES. 2) Brookshire Wealth Management; Investment Related: Yes; 4450 Belden Village St NW, Suite 601, Canton OH 44718; DBA; Owner; 09/12/2025; 160 hours/mo; 140 trading hours/mo; DBA under which advisory services will be conducted. 3) MLC ISLAND PROPERTIES LLC; NON-INVESTMENT RELATED; PRIVATE RESIDENCE; MANAGING MEMBER; 03/31/2021; APPROX. 1 HOUR PER MONTH DURING NON-TRADING HOURS; ALL MANAGERIAL AND OPERATION DUTIES. 4) Paul David Guerra is an owner of Brookshire Wealth Management, a DBA under which advisory services are conducted.
CRS (Client Relationship Summary) - RIA
Click below to view Paul David Guerra's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 13, 2022 - Present
BROOKSHIRE WEALTH MANAGEMENT
Office #1: 4450 Belden Village St. Nw Suite 601, Canton, OH 44718RIA
CRD#: 322919
CANTON, OH
Current
October 20, 2025 - Present
CONCURRENT INVESTMENT ADVISORS, LLC
Office #1: 4450 Belden Village St. Nw Suite 601, Canton, OH 44718RIA
CRD#: 323135
Canton, OH
Past
September 12, 2021 - November 30, 2022
WEALTHSOURCE®
RIA
CRD#: 282202
CANTON, OH
Past
March 4, 2021 - November 16, 2021
SOUTHPORT CAPITAL
RIA
CRD#: 113364
Canton, OH
Past
March 21, 2017 - March 29, 2021
BROOKSHIRE WEALTH MANAGEMENT
RIA
CRD#: 286528
CANTON, OH
Past
March 21, 2017 - March 10, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
CANTON, OH
Past
October 8, 2009 - March 22, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
CANTON, OH
Past
October 8, 2009 - March 22, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
CANTON, OH
Past
August 5, 2005 - October 8, 2009
BROOKSHIRE FINANCIAL GROUP, INC.
RIA
CRD#: 135727
CANTON, OH
Past
June 14, 2002 - October 8, 2009
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
CANTON, OH
Past
May 28, 2002 - October 8, 2009
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
CANTON, OH
Past
September 18, 2001 - June 3, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
September 18, 2001 - June 3, 2002
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
December 9, 1999 - September 18, 2001
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
January 3, 1995 - July 10, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
July 10, 1991 - January 10, 1995
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
November 1, 1988 - August 14, 1989
PRINCETON SECURITIES CORPORATION
BD
CRD#: 21613
SYOSSET, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CONCURRENT INVESTMENT ADVISORS, LLC
44 MANAGEMENT | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE HAMILTON GROUP | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SAUER WEALTH MANAGEMENT | PRICE FINANCIAL MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEGACY PRIVATE WEALTH PARTNERS | LAURUS FINANCIAL GROUP | KEATON AND SAMS WEALTH MANAGEMENT | INSIGHT PRIVATE WEALTH | HUDSON WEALTH MANAGEMENT | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | FIG GARDEN WEALTH MANAGEMENT | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH
CRD#: 323135 / SEC#: 801-126555
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(9/13/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CI
CONCURRENT INVESTMENT ADVISORS, LLC
44 MANAGEMENT | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE HAMILTON GROUP | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SAUER WEALTH MANAGEMENT | PRICE FINANCIAL MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEGACY PRIVATE WEALTH PARTNERS | LAURUS FINANCIAL GROUP | KEATON AND SAMS WEALTH MANAGEMENT | INSIGHT PRIVATE WEALTH | HUDSON WEALTH MANAGEMENT | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | FIG GARDEN WEALTH MANAGEMENT | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH
CRD#: 323135 / SEC#: 801-126555
RIA
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Contact information
Main Address
100 S. Ashley Drive Suite 830, Tampa, FL 33602
Mailing Address
Phone number
(813) 709-8800
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,278 |
| AUM (Assets Under Management) | $ 9,901,639,186 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
