Susan Shook, financial advisor Batesville IN

Susan Shook

CRD Number: 3239769
Current Firm: Money Concepts Advisory Service

Susan Shook (CRD# 3239769) is an Investment Advisor Representative working at Money Concepts Advisory Service in Batesville, IN and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL May 1999 - Current 24
Triple Check Tax Batesville, IN Oct 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
Contact Info for Susan Shook
Phone Number: 561-472-2000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    2,904
    MILLIONS
  • Total Number of Accounts
    14,363
    ACCOUNTS
  • Average Account Value
    $202,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

VI

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