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professional profile

Alberto Joseph Gutierrez, CFA

AgentIAR CA CRD 1624262 Last verified October 2026

Overview

Alberto Joseph Gutierrez is an insurance agent and an investment adviser representative based in CA.

States registered
1
Carrier appointments
1
Exams passed
1
Current firms
1

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Registered in 1 state
  • Producer
  • Series 63

1 line of authority, with every state and its dates

Firms

Employment history since 2010

Carriers

1 active carrier appointment

Book and practice

Firm assets under management on file

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