Susan Landry (CRD# 7383795) is an Investment Advisor Representative working at Affinity Capital Advisors LLC in Berkeley, CA and has over 2 years of experience in the finance industry. Susan Landry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Affinity Capital Advisors | Berkeley, CA | Aug 2020 - Current | 3 |
| Self Employed - Journalist / Writing | Santa Cruz, CA | Jan 2019 - Aug 2020 | 1 |
| Joan Oloff Shoes | Los Gatos, CA | Jan 2018 - Jan 2020 | 2 |
| Camp Campbell - Outdoor Science School | Boulder Creek, CA | Jul 2017 - Jan 2018 | < 1 |
| Unemployed - Travel | Guadalajara, | Nov 2016 - Jul 2017 | < 1 |
| The 515 Kitchen | Santa Cruz, CA | Jun 2015 - Nov 2016 | 1 |
| Uc Santa Cruz | Santa Cruz, CA | May 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- CA
-
Total Assets Under Management480MILLIONS
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Total Number of Accounts1,409ACCOUNTS
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Average Account Value$340,744
- 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)
CA, LA, MA, NE, NV, NY, OR, TX, WA
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