Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
18 years
Location
Remote
ALG Financial
Independent
Total advisors
1Clients per advisor
63 Very HighAvg AUM per client
$341,612 LowHNW client ratio
10% TypicalAlexandra Leon Guerrero is a financial advisor at ALG Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked for BG Investment and Insurance Services, Inc. for seven years. Alexandra took a one-year sabbatical before joining ALG Financial, where she has been practicing for two years. ALG Financial provides comprehensive portfolio management and financial planning services to individuals as well as a variety of institutional clients, including government entities, charitable organizations, pension plans, trusts, and corporate clients. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and utilizes a mix of cash management, long- and short-term strategies, with regular portfolio reviews to align with client objectives.
Based on ALG Financial
Up to 2.00% annually (maximum firm fee)
Minimum fee: $60 annual fee for Asset Manager accounts below minimum balance requirements Fee-only: Maximum annual fee up to 2.00% for firm's advisory services; additional maximum annual fee up to 0.50% for Asset Managers; total maximum up to 2.50%
Remote
Texas
18 years of industry experience
ALG Financial
2024 - Present • 2 years
Ordot
SABBATICAL
2024 - 2024 • 1 year
Ordot
BG Investment and Insurance Services, Inc.
2016 - 2023 • 7 years
Hagatna
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Remote
Asia Pacific Financial Management Group, Inc.
Jonathan Ulloa is a financial advisor with Asia Pacific Financial Management Group, Inc., holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Asia Pacific Financial Management Group since 2012. Outside of his advisory role, Ulloa has worked as a journalist and editor for UNO Magazine in Guam, coordinating and writing articles for the bi-monthly publication from 2010 to 2018. Asia Pacific Financial Management Group provides personalized investment advice and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $286 million in discretionary assets and employs a low-cost, diversified buy-and-hold investment approach tailored to clients’ risk tolerance and time horizons.
CFP®, Series 66
Remote
Asia Pacific Financial Management Group, Inc.
Sophie Brindejonc Choi is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Asia Pacific Financial Management Group, Inc. since 2013. Asia Pacific Financial Management Group, Inc. provides personalized investment advice, investment management, and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined, low-cost diversified buy-and-hold investment approach primarily using exchange-traded funds and mutual funds, tailoring portfolios to clients’ risk tolerance and time horizon.
Series 66
Remote
Asia Pacific Financial Management Group, Inc.
Jonathon Holm is a financial advisor at Asia Pacific Financial Management Group, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at the University of Guam, Macy’s Inc., and Netopia Internet Cafe. Asia Pacific Financial Management Group, Inc. provides personalized investment advice, management, and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses a disciplined, low-cost, diversified buy-and-hold investment approach focused on exchange-traded funds and mutual funds, tailoring portfolios to clients' risk tolerance and time horizons.
Series 66, Series 65
Remote
Asia Pacific Financial Management Group, Inc.
Sandra Mckeever is a financial advisor at Asia Pacific Financial Management Group, Inc. with 26 years of industry experience. She holds Series 66 and Series 65 credentials and has been with Asia Pacific Financial Management Group since 1999. Outside of her advisory role, she serves as Vice President of Prometi, LLC, which is involved in landscaping, property management, and health and wellness consulting. Asia Pacific Financial Management Group provides investment advice, discretionary portfolio management, and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm follows a tailored, low-cost, buy-and-hold investment approach primarily using exchange-traded funds and mutual funds, managing about $303.5 million in discretionary assets for approximately 1,417 clients through a four-advisor team.
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