Adviser and broker representative · M Holdings Securities, Inc.

Shuang Guo

CRD 6728775 · Myrtle Beach, SC

At a glance

Shuang Guo is an investment adviser representative with M Holdings Securities, Inc. in Myrtle Beach, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Shuang’s SEC record dates to 2023, about 3 years ago. Shuang is also registered as a broker representative.

Current advisory firm

M Holdings Securities, Inc.Since August 2026Myrtle Beach, SC · $3.2B in regulatory assets

SEC adviser record

Registered since: 2023 (3 years)
Designations: None on file
Exams: Series 63, Series 66
Registered in: 2 states
Also a broker representative: Yes
Disclosures on record: Yes, see the SEC record

AtlasMembers

Shuang’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 3 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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