Susan Guerra (CRD# 4727162) is an Investment Advisor Representative working at Guerra Investment Advisors in El Paso, TX and has over 20 years of experience in the finance industry.
CRD# 4138711
Securities America Advisors, Inc.
CRD# 5019215
Lpl Financial LLC
CRD# 6399903
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities, Inc. | Jackson, TN | Feb 2008 - Current | 16 |
| Reuben E. Guerra Company | El Paso, TX | Apr 2006 - Current | 18 |
| Cambridge Legacy Securities LLC | El Paso, TX | Oct 2005 - Current | 18 |
| Reuben E Guerra Company | Elpaso, TX | Oct 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
- TX
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts124ACCOUNTS
-
Average Account Value$250,000
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
NM, TX
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