RG
Renan M. Guillou
SECURE WEALTH
Raleigh, NC 27609
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CRD#: 6742704
RG
Professional summary
Renan Morven Guillou is a registered financial advisor currently at SECURE WEALTH, INC. located in Raleigh, North Carolina.
Renan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Renan has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Renan Guillou, Sole Proprietor; Insurance Agent; Investment Related: y; Raleigh, NC, 11/2014, 40 hours per week.
Rise Financial, Inc: Raleigh, NC, Owner; investment related: y, 09/2017, less than 1% of his time.
Howard Capital Management, Inc.; Investment Related; Roswell, GA; Solicitor; Start Date 07/2019; Approx. 50% of time; Submitting client data for analysis used to prepare financial plans/third party money manager
CRS (Client Relationship Summary) - RIA
Click below to view Renan Morven Guillou's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 29, 2019 - Present
SECURE WEALTH, INC.
Office #1: 4208 Six Forks Road Suite 1000, Raleigh, NC 27609RIA
CRD#: 290572
Raleigh, NC
Past
July 30, 2019 - December 31, 2019
WEALTH WATCH ADVISORS, INC
RIA
CRD#: 172002
Raleigh, NC
Past
October 25, 2017 - June 24, 2019
WEALTH WATCH ADVISORS, INC
RIA
CRD#: 172002
RALEIGH, NC
Past
January 9, 2017 - November 1, 2017
FIRST ADVISORS NATIONAL, LLC
RIA
CRD#: 166212
Raleigh, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SECURE WEALTH, INC.
SECURE WEALTH PLANNING GROUP | SECURE WEALTH, INC.
CRD#: 290572 / SEC#: 801-134047
RIA
Registered Investment Advisory firm - (7/30/2025 Approved)California
Registered Investment Advisory firm - (9/14/2025 Terminated)Florida
Registered Investment Advisory firm - (10/31/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(8/29/2019)
Current Firm
SW
SECURE WEALTH, INC.
SECURE WEALTH PLANNING GROUP | SECURE WEALTH, INC.
CRD#: 290572 / SEC#: 801-134047
RIA
Registered Investment Advisory firm - (7/30/2025 Approved)California
Registered Investment Advisory firm - (9/14/2025 Terminated)Florida
Registered Investment Advisory firm - (10/31/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7280 W. Palmetto Park Road Suite 201n, Boca Raton, FL 33433
Mailing Address
Phone number
(561) 340-2667
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 233 |
| AUM (Assets Under Management) | $ 113,000,000 |
Red Flags
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Company Information
SECURE WEALTH, INC.
CRD#: 290572Raleigh, NC 27609TRUST BUT VERIFY
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