AG
AG

Alain Guerra

22 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
173 advisors
Number of Clients
3,346 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Loading...

Location

1221 Brickell Avenue, 27th Floor, Miami, FL, 33131

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Alain is involved in several real estate ventures, including vacation rentals, long-term rentals, and pre-construction investments. He also works as a financial advisor for Insigneo Advisory Services LLC and owns R2R Investments LLC for expense and tax purposes, dedicating a significant amount of time to this.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
March 2021 - Present · 4 yrs 11 mos
Insigneo Securities, LLCBroker
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2007 - March 2021 · 14 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
April 2003 - March 2021 · 17 yrs 11 mos
State Registrations9 states
FLGAMANCNJNYPRTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.