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Gerald Gilberto Guintu

WAGNER LOFTIN INVESTMENT SERVICES LLC·PLEASANT HILL, California
Clean recordWAGNER LOFTIN INVESTMENT SERVICES LLC
3478 BUSKIRK AVENUE, PLEASANT HILL, CA 94523CRD# 4173908Firm CRD# 109770

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Gilberto Guintu · PLEASANT HILL, CA
Registration
CRD #4173908 · WAGNER LOFTIN INVESTMENT SERVICES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gerald Gilberto Guintu is a registered financial advisor based in PLEASANT HILL, California, affiliated with WAGNER LOFTIN INVESTMENT SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WAGNER LOFTIN INVESTMENT SERVICES LLC
WAGNER LOFTIN INVESTMENT SERVICES LLC
AUM
$419M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WAGNER LOFTIN INVESTMENT SERVICES LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4173908
Firm CRD# 109770
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald Gilberto Guintu offer?
Gerald Gilberto Guintu specializes in Investment Management, Fee-Only Advisory. Contact their office in PLEASANT HILL, California for a consultation.
What are Gerald Gilberto Guintu's credentials?
Gerald Gilberto Guintu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Gilberto Guintu located?
Gerald Gilberto Guintu is based in PLEASANT HILL, California, working with WAGNER LOFTIN INVESTMENT SERVICES LLC. Their office serves clients in the PLEASANT HILL metropolitan area and surrounding communities.
How does Gerald Gilberto Guintu charge for services?
Gerald Gilberto Guintu's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAGNER LOFTIN INVESTMENT SERVICES LLC?
WAGNER LOFTIN INVESTMENT SERVICES LLC has approximately 7 employees and manages $419M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WAGNER LOFTIN INVESTMENT SERVICES LLC

Ronald Joseph Wagner
PLEASANT HILL, CA

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Research
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