Susan McDavid, financial advisor Fairhope AL
90 score

Susan McDavid

CRD Number: 5501719
Current Firm: Brown Financial Advisory

Susan McDavid (CRD# 5501719) is an Investment Advisor Representative working at Brown Financial Advisory in Fairhope, AL and has 1 year of experience in the finance industry. Susan McDavid 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
Brown Financial Advisory Fairhope, AL Dec 2011 - Current 5
Wade Ward Real Estate Gulf Shores, AL Jul 1997 - Current 19
Brown Financial Advisory, Inc. Fairhope, AL Dec 2000 - Dec 2011 11

Susan McDavid has no recent exams reported.
Contact Info for Susan H. McDavid
Phone Number: 251-928-9498
Registered State(s):
  • AL
  • LA
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
    119
    MILLIONS
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $245,336
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AL, FL, LA, MS, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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