Susan HelmsCRD Number: 3027892
Current Firm: Suntrust Investment Services, Inc.
Susan Helms (CRD# 3027892) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Atlanta, GA and has over 5 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Suntrust Bank||Atlanta, GA||Apr 2012 - Current||5|
|Suntrust Investment Services||Atlanta, GA||Apr 2012 - Current||5|
|Bank Of America, N.a.||Atlanta, GA||Jun 1983 - Apr 2012||28|
|Banc Of America Investment Services, Inc.||Atlanta, GA||Feb 1998 - Apr 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV