Alfredo Guerrero
Investment Adviser Representative at Eagle Strategies LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alfredo Guerrero is an investment adviser representative with Eagle Strategies LLC in El Paso, TX, where they have been registered since 2024. They have worked in the securities industry since 2018 and were previously registered with Transamerica Financial Advisors, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
7 states and territories
California, Colorado, Minnesota, New Mexico, Oklahoma, Oregon, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Transamerica Financial Advisors, IncMay 2016 – May 2022Plano, TX
- World Financial Group, Inc.Sep 2015 – May 2022Plano, TX
- Southwest Funding L.P.Apr 2013 – May 2025El Paso, TX
- NSMU - DONA ANA Community CollegeAug 2017 – no end date reportedLas Cruces, NM
- H&f ProductionsJan 2000 – Sep 2019El Paso, TX
- New York Life Insurance CompanyMay 2024 – no end date reportedEl Paso, TX
- NYLIFE Securities LLCMay 2024 – no end date reportedEl Paso, TX
- Eagle Strategies LLCMay 2024 – no end date reportedEl Paso, TX
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Eagle Strategies LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Customized wealth management and protection solutions, investment growth strategies, retirement planning, legacy planning, and holistic financial advice and guidance.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,469
- Offices listed on AdvisorFinder:
- 27
- Main office:
- New York, NY
- SEC file number:
- 801-32987
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
View full firm profileOther advisors at Eagle Strategies LLC
Showing 12 of 2,469 in the directory
Similar advisors in El Paso, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alfredo Guerrero has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched