linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Hale Gutierrez

Gutierrez Wealth Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Hale Gutierrez

David Hale Gutierrez is an investment advisor representative registered with Gutierrez Wealth Advisory, LLC. David has been in the industry since 2007 and holds Series 7, Series 66, and Series 99TO licenses. David has experience in providing wealth management services to individuals, families, and businesses. Gutierrez Wealth Advisory, LLC provides financial planning, pension consulting, and portfolio management services.

Firm Information

David Gutierrez is currently registered with Gutierrez Wealth Advisory, LLC. Gutierrez Wealth Advisory, LLC is a financial advisor headquartered in LITTLE ROCK, AR. They manage $229,841,465 in assets and have 433 accounts. They offer a variety of advisory services including financial planning, pension consulting, and portfolio management. Their client base includes high-net-worth individuals, corporations, and charitable organizations. They also work with irrevocable trusts.
Gutierrez Wealth Advisory, LLC

10801 EXECUTIVE CENTER DR.

LITTLE ROCK, AR 72211

$229.84M

Assets Under Management

5

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Gutierrez’s Registration & Firm History

AR

12/06/2022 - Present

Gutierrez Wealth Advisory, LLC (Little Rock AR)

AR

09/05/2007 - 11/04/2022

UBS FINANCIAL SERVICES INC. (LITTLE ROCK AR)

Not sure if David Hale Gutierrez is right for you?

Licenses & Designations

BOTH

Issued 09/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Hale Gutierrez.
Not sure if David Hale Gutierrez is right for you?