Mark Allen Barefield

Guerra Wealth Advisors

10 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net WorthBusiness Owners

Guerra Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

2,200 clients

Average Client Portfolio

$118K average

Assets Under Management

$260.0M

Fee Structure

Minimum Investment:None

Location

6401 SW 87 Avenue, Suite 119, Miami, FL, 33173

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History

Regulatory History (1)

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Customer Dispute

November 2022

Denied

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Other Business ActivitiesSells Insurance

Mark is a debtor/owner of Boomtown Performance LLC for tax/investment purposes since 2021. He also operates under the DBA Alpha Capital Strategies for his LPL business and is an agent selling non-variable insurance, dedicating about 10-20% of his time to this activity.