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Gerald Gilberto Guintu

WAGNER LOFTIN INVESTMENT SERVICES LLC·PLEASANT HILL, California
SIE, Series 6, Series 7, Series 63, Series 66CFPClean record22 years registeredWAGNER 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 · 22 years registered
Brand Profile
Not yet started
01

Career History

WAGNER LOFTIN INVESTMENT SERVICES LLC
Sep 2003 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · September 26, 2003
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WAGNER LOFTIN INVESTMENT SERVICES LLC
CRD 109770 · SEC 801-63145
AUM
$419M
Regulatory assets under management
Employees
7
1,007 client accounts
Services offered by WAGNER LOFTIN INVESTMENT SERVICES LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WAGNER LOFTIN INVESTMENT SERVICES LLC →
Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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