Troy Guerrette is a ChFC-designated registered investment advisor at Guidance Point Retirement Services, LLC, based in Bow, NH, with 32 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 7 clients with $88M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- A comprehensive fiduciary review costs $7,500, covering fiduciary governance redesign services.
Location
Bow, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Guidance Point Retirement Services, LLC
Previous Registrations
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Distributors, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Unum Sales CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.