Alexandra (Allie) Leon Guerrero
Founder and Investment Advisor
A Bit About Me
Allie is a 2005 graduate of the University of Guam’s School of Business and Public Administration and holds the FINRA Series 66 License – Investment Advisor (Guam, CNMI, and Texas).
She holds the following Professional Designations: Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning and Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies fi360.
Allie's Legacy
June 2011 - December 2023
February 2007 - May 2011
Vice President, Managing Investment Advisor Representative BankGuam Holding Company • BG Investment Services, Inc.
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Developed, and implemented the strategy to form BGInvestmentServices,Inc. an SEC Compliant Registered Investment Advisor Firm (The first subsidiary of BankGuam Holding Company)
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Lead the company to increase assets under management by $150MM from 2016 to 12/2023
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Lead business expansion in Guam, Republic of Palau , CNMI and FSM while enhancing client relations and business activity
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Recruited, trained, and managed a high performing team that consistently produced growth in EBITA annually
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Annually performed vendor due diligence, integration analysis and compliance reviews
Financial Advisor
Merrill Lynch
August 2001 - June 2006
Special Projects Coordinator
ASC Trust