Susan WarrenCRD Number: 5578881
Current Firm: Advisors Financial, Inc.
Susan Warren (CRD# 5578881) is an Investment Advisor Representative working at Advisors Financial, Inc. in Falls Church, VA and has over 5 years of experience in the finance industry. Susan Warren 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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Current||5|
|Advisors Financial||Falls Church, VA||Sep 2007 - Current||10|
|Financial Network||El Segundo, CA||Jul 2012 - Dec 2012||< 1|
|Cadaret, Grant & Company, Inc.||Falls Church, VA||Aug 2011 - Jul 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
Total Assets Under Management109MILLIONS
Total Number of Accounts279ACCOUNTS
Average Account Value$389,695
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
DC, FL, LA, MD, TX, VA
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