Susan Guo is a registered investment advisor, based in Frisco, TX, with 4 years of industry experience.
Location
Frisco, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan owns Ren & Associates Tax Services Inc. and is a DBA for Ren & Associates. She is also an advisory representative of a RIA and an independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2022 - Present · 4 yrs 6 mos
Cambridge Investment Research, INC.Broker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
LPL Financial LLC
October 2021 - December 2021 · 2 mos
LPL Financial LLCBroker
August 2021 - December 2021 · 4 mos
State Registrations30 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.