Wilbert E. Guilford
Professional summary
Wilbert Ernest Guilford JR, CFP®, who also goes by Wilbert Ernest Jr Guilford, is a registered financial advisor currently at WILBERT GUILFORD, CFP, PLLC located in Phoenix, Arizona.
Wilbert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Wilbert has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wilbert Ernest Guilford JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
November 5, 2020 - Present
WILBERT GUILFORD, CFP, PLLC
February 13, 2007 - February 15, 2008
AVANTAX INVESTMENT SERVICES, INC.
July 22, 2004 - April 1, 2005
THRIVENT INVESTMENT MANAGEMENT INC.
October 31, 1997 - December 31, 1999
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/5/2020)
Exams
Current Firm
WILBERT GUILFORD, CFP, PLLC
CRD#: 310846 / SEC#:
Contact information
Red Flags
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