Susan Carlisle (CRD# 840078) is an Investment Advisor Representative working at Susan Carlisle in Agoura Hills, CA and has over 24 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Susan Carlisle Cpa A Professional Corp | Woodland Hills, CA | Sep 1992 - Current | 31 |
| Susan Carlisle | Woodland Hills, CA | Jan 1988 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
- CA
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$1,127,785
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA
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