Susan Jane Guerra

Employer firm

Guerra Investment Advisors CRD 110564

$42.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• ACTIVE INVESTMENT MANAGMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2005 → Present
  Cambridge Legacy Securities Llc
  El Paso, TX
• 10/2005 → Present
  Reuben E Guerra Company
  Elpaso, TX
• 04/2006 → Present
  Reuben E. Guerra Company
  El Paso, TX
• 02/2008 → Present
  Silver Oak Securities, Inc.
  Jackson, TN

Other Businesses

INVESTMENT ADVISOR - REUBEN E. GUERRA AND COMPANY. FEE BASED ADVISOR. INVESTMENT RELATED. FULL TIME.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-04
• S63 Uniform Securities Agent State Law Examination
  2004-01-28

Other Names

• Susan Jane Harrison
• Susan Harrison Guerra