LPL Financial
29yrs
Top advisor by experience in Montebello
8yrs
Andy Guardado has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Montebello, California. Andy joined Merrill in 2019, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 6 advisors with offices in Montebello, and one of 5 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office700 W Whittier Blvd, Montebello, CA 90640
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowMerrillCurrent firm
Questions to ask Andy
Tailored to Andy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Andy
How do I contact Andy?
Call Merrill at 800-637-7455 and ask for Andy Guardado. Andy works from the Montebello, CA office.
How long has Andy been a financial advisor?
Andy has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Andy hold?
Series 66. Tap any license on this page to see what it allows.
Is Andy a fiduciary?
Andy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andy paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Andy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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