Brittany Kristyn Guerrero

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 06/2016 → 10/2016
  United States Air Force Academy
  Colorado Springs, CO
• 01/2017 → 05/2020
  Embry-Riddle Aeronautical University
  Daytona Beach, FL
• 05/2019 → 08/2019
  Northrop Grumman
  Los Angeles, CA
• 07/2020 → 05/2023
  Microsoft
  Boerne, TX
• 06/2023 → 09/2024
  Lpl Financial
  Friendswood, TX
• 10/2016 → 12/2016
  Mcalister's Deli
  Webster, TX
• 02/2017 → 03/2020
  Embry-Riddle Career Services
  Daytona Beach, FL
• 06/2020 → 02/2023
  Lpl Financial Llc
  Friendswood, TX
• 05/2018 → 08/2018
  Ge Aviation
  Miami, FL
• 09/2024 → Present
  Raymond James Financial Services, Inc.
  Friendswood, TX
• 09/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Friendswood, TX

Previous Registrations

• 2023-10-31 → 2024-10-14
  Lpl Financial Llc
  Friendswood, TX

Other Businesses

(1)Name of Business: Address: 4717 W Vasconia St, Tampa, FL, 33629, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 05/05/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of property, Landlord (2)Name of Business: Oak Crest Advisors Address: 17806 W Interstate 10 Ste 300, San Antonio, TX, 78257-8222, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/30/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor associated with Oak Crest Advisors (3)Name of Business: Te Amo Muchsisimo, LLC Address: 204 W Tapatio Dr, Boerne, TX, 78006, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Etsy stationery and sticker shop (4) Keystone Financial Group, 17806 W Interstate 10 Ste 300, San Antonio, TX 78257, Support Company - Owner, Associate/Employee, Not Investment Related, 05/01/2023, HPM 81+ HPM TH: 41+; Duties: Financial Advisor and partner of the company

Exams

• S66 Uniform Combined State Law Examination
  2023-10-30

Other Names

• Brittany Kristyn Morgan
• Brittany Morgan