Alexandra Renee Leon Guerrero

Employer firm

Alg Financial CRD 332002

$22.5M regulatory AUM 65 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 12/2023
  Bg Investment And Insurance Services, Inc.
  Hagatna
• 01/2024 → 04/2024
  Sabbatical
  Ordot
• 04/2024 → Present
  Alg Financial
  Ordot

Previous Registrations

• 2016-05-31 → 2024-01-24
  Bg Investment Services, Llc
  Hagatna
• 2011-05-12 → 2016-05-27
  Money Concepts Capital Corp
  Saint Peters, MO
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Hagatna
• 2008-10-03 → 2011-05-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hagatna
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2008-09-29

Other Names

• Alexandea R Leon Gnerrero
• Alexandra Renee Leon Guerrero
• Alexandea R Leon Guerrero
• Alexandra R Taitano