Alexandra Renee Leon Guerrero
Professional Summary
Alexandra Renee Leon Guerrero, who also goes by Alexandea R Leon Gnerrero, Alexandea R Leon Guerrero, Alexandra R Taitano, is a registered financial advisor currently at ALG FINANCIAL. Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Alexandra has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Alexandra Renee Leon Guerrero, Alexandea R Leon Gnerrero, Alexandea R Leon Guerrero, Alexandra R Taitano
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ALG FINANCIAL | LEON GUERRERO, ALEXANDRA
Contact Information
Main Address
238 Archbishop Flores St. Dna Building Ste 307, Hagatna 96910Phone Number
(671) 727-0175# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
155AUM (Assets Under Management)
$22,487,651Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/8/2024)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Alexandra Renee Leon Guerrero's CRS (Customer Relationship Summary).
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