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Yonglin Ren

Cambridge Investment Research Advisors, INC.
19 Years of Experience
Frisco, TX
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Yonglin Ren is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Frisco, TX, with 19 years of industry experience. Yonglin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11175 Crestwood Road, Frisco, TX, 75035

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2026
Pending
Regulatory
October 2024
Final
Regulatory
September 2024
Final
Employment Separation After Allegations
October 2021
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Yonglin is an IRS Enrolled Agent providing tax services through Ren & Associates Tax Services Inc. He also owns Ren & Associates, a DBA, and works as an advisory representative of an RIA (CIRA). Additionally, Yonglin is an independent insurance agent for various independent insurance companies.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2021 - Present · 4 yrs 11 mos
Cambridge Investment Research Advisors, INC.
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
February 2011 - November 2021 · 10 yrs 9 mos
LPL Financial LLC
February 2011 - November 2021 · 10 yrs 9 mos
Edward Jones
October 2007 - February 2011 · 3 yrs 4 mos
Edward JonesBroker
September 2007 - February 2011 · 3 yrs 5 mos
World Group Securities, INC.Broker
September 2006 - July 2007 · 10 mos
State Registrations21 states
AZCACODEFLGAILINMAMIMNNCNJNYOHORPATXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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