Susan Wanamaker (CRD# 1084399) is an Investment Advisor Representative working at Capital Analysts in Cleveland, OH and has over 38 years of experience in the finance industry. Susan Wanamaker 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# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Financial Advisory LLC | Cleveland, OH | Nov 2023 - Current | < 1 |
| Beacon Financial Partners | Beachwood, OH | Aug 2020 - Current | 3 |
| Lincoln Investment Planning, LLC | Fort Washington, PA | Jul 2020 - Current | 3 |
| Capital Analysts, LLC | Fort Washington, PA | Jul 2020 - Current | 3 |
| Equitable Advisors, LLC | New York, NY | Dec 2019 - Jul 2020 | < 1 |
| Equitable Advisors | Cleveland, OH | Dec 2019 - Jul 2020 | < 1 |
| Axa Advisors, LLC | New York, NY | Dec 2019 - Jun 2020 | < 1 |
| Fidelity Personal & Workplace Advisors | Woodmere Village, OH | Jan 2019 - Sep 2019 | < 1 |
| Fidelity Brokerage Services LLC | Woodmere Village, OH | Oct 2018 - Sep 2019 | < 1 |
| Fidelity Brokerage | Cleveland, OH | Oct 2018 - Sep 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland, OH | Oct 2016 - Sep 2018 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Oct 2016 | 1 |
| Morgan Stanley Smith Barney LLC | Cleveland, OH | Apr 2013 - Oct 2016 | 3 |
| Morgan Stanley Smith Barney LLC | Pepper Pike, OH | Apr 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- OH
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Total Assets Under Management7,096MILLIONS
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Total Number of Accounts22,363ACCOUNTS
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Average Account Value$317,306
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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