Guillermo Adame (CRD# 4903966) is an Investment Advisor Representative working at Western Wealth Management LLC in San Diego, CA and has over 19 years of experience in the finance industry.
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 4503027
Cetera Investment Advisers LLC
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western Wealth Management, LLC | San Diego, CA | Apr 2016 - Current | 8 |
| Lpl Financial LLC | San Diego, CA | Sep 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- CA
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Total Assets Under Management3,250MILLIONS
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Total Number of Accounts13,833ACCOUNTS
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Average Account Value$234,953
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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