Susan Faykus (CRD# 1760717) is an Investment Advisor Representative working at Faykus Financial, LLC in Austin, TX and has over 10 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Faykus Financial, LLC | Austin, TX | May 2017 - Current | 6 |
| Melaleuca | Taylor, TX | Oct 2003 - Current | 20 |
| Faykus Broughton, LLC | Austin, TX | Oct 2016 - Jun 2017 | < 1 |
| Nylife Securities LLC | Austin, TX | Feb 2013 - Apr 2017 | 4 |
| New York Life Insurance Co | Austin, TX | Nov 2012 - Apr 2017 | 4 |
| Integrated Financial | Austin, TX | Apr 2015 - Feb 2017 | 1 |
| Ark Financial Group, LLC | Austin, TX | May 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- CA
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$257,007
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TX
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