Susan Finley (CRD# 6447586) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, NC and has over 7 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jan 2017 - Current | 7 |
| National Network Of Digital Schools | Rochester, PA | Aug 2014 - Current | 9 |
| Weddings By Susan (susan Finley) | Whitsett, NC | Jan 2004 - Current | 20 |
| Ameriprise Financial Services, Inc. | Burlington, NC | Jan 2015 - Jan 2017 | 2 |
| College Park Baptist Church | Greensboro, NC | Nov 2008 - Aug 2015 | 6 |
| Finley Studios (susan Finley) | Whitsett, NC | Sep 2004 - Jun 2015 | 10 |
| Alamance-burlington Schools | Burlington, NC | Oct 2013 - Jan 2015 | 1 |
| Dreamcatcher Finances | Greensboro, NC | Jul 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- NC
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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