Susan Washburn, financial advisor Clearwater FL

Susan Washburn

CRD Number: 5283315
Current Firm: Provise Management Group, LLC

Susan Washburn (CRD# 5283315) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 17 years of experience in the finance industry. Susan Washburn 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.

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Professional Designations
Company Name Location Dates Years
Provise Management Group, LLC Clearwater, FL Jul 2017 - Current 6
Washburn Capital Management Vero Beach, FL Jan 2007 - Jun 2017 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2007
Contact Info for Susan C. Washburn
Phone Number: [727] 441-9022
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,877
    MILLIONS
  • Total Number of Accounts
    3,871
    ACCOUNTS
  • Average Account Value
    $484,977
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WA, WI

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