Susan McDavidCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Retirement Advisors, Inc.
Sterne Agee Asset Management, Inc.
|Brown Financial Advisory||Fairhope, AL||Dec 2011 - Current||5|
|Wade Ward Real Estate||Gulf Shores, AL||Jul 1997 - Current||20|
|Brown Financial Advisory, Inc.||Fairhope, AL||Dec 2000 - Dec 2011||11|
Total Assets Under Management119MILLIONS
Total Number of Accounts484ACCOUNTS
Average Account Value$245,336
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, FL, LA, MS, TX
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