Advisor at Secure Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Secure Wealth, Inc.
Location
Raleigh, NC 27609
Credentials
Series 65
Industry experience
9 years
Renan Guillou is a financial advisor at Secure Wealth, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Secure Wealth, Howard Capital Management, Wealth Watch Advisors, and First American National Investment Advisors. Guillou also operates as an insurance agent through his sole proprietorship and owns Rise Financial, Inc. Secure Wealth serves individuals, corporations, charitable organizations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes structured notes with downside protection and uses a combination of fundamental, technical, and modern portfolio theory methods across client portfolios.
Based on Secure Wealth, Inc.
Based on Secure Wealth, Inc.
2% annually (flat fee) based on the value of structured notes, charged monthly at 0.167% of AUM
Account minimum: $250,000
4208 Six Forks Road, Suite 1000
Raleigh, NC 27609
North Carolina
Secure Wealth, Inc
2019 - Present (7 years)
Howard Capital Management, Inc.
2019 - Present (7 years)
Solicitor for Wealth Watch Advisors through Secure Wealth, Inc.
2019 - 2020 (1 year)
Wealth Watch Advisors LLC
2017 - 2019 (2 years)
First American National Investment Advisors, LLC
2017 - 2017 (1 year)
Renan Guillou, Sole Proprietor
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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