Yonglin Ren
Yonglin Ren is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Frisco, TX, with 19 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
11175 Crestwood Road, Frisco, TX, 75035
Get directionsHistory
Regulatory History (4)
Regulatory
January 2026Regulatory
October 2024Regulatory
September 2024Employment Separation After Allegations
October 2021Other 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
Cambridge Investment Research Advisors, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
World Group Securities, INC.Broker
State Registrations21 states
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.