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Susan Harrison Guerra

THE RUBEN E. GUERRA COMPANY, LLC·EL PASO, Texas
Unclaimed Profile
201 E. MAIN, EL PASO, TX 79901CRD# 4727162Firm CRD# 110564
01

About

Susan Harrison Guerra is a registered financial advisor based in EL PASO, Texas, affiliated with THE RUBEN E. GUERRA COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE RUBEN E. GUERRA COMPANY, LLC
GUERRA INVESTMENT ADVISORS
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE RUBEN E. GUERRA COMPANY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 4727162
Firm CRD# 110564
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Harrison Guerra offer?
Susan Harrison Guerra specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EL PASO, Texas for a consultation.
What are Susan Harrison Guerra's credentials?
Susan Harrison Guerra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Harrison Guerra located?
Susan Harrison Guerra is based in EL PASO, Texas, working with THE RUBEN E. GUERRA COMPANY, LLC. Their office serves clients in the EL PASO metropolitan area and surrounding communities.
How does Susan Harrison Guerra charge for services?
Susan Harrison Guerra's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE RUBEN E. GUERRA COMPANY, LLC?
THE RUBEN E. GUERRA COMPANY, LLC has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Carol Ann Stone — PROFESSIONAL INVESTMENT COUNSEL, INCRobert Moreth — VIRTUS FAMILY OFFICE, LLCSteve Lauterbach — LAUTERBACH FINANCIAL ADVISORS, LLCStephen W. Rash — LAUTERBACH FINANCIAL ADVISORS, LLCGary Martin Borsch — PROFESSIONAL INVESTMENT COUNSEL, INC
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