Susan Warren, financial advisor Falls Church VA
93 score

Susan Warren

CRD 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 4 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.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
Advisors Financial Falls Church, VA Sep 2007 - Current 9
Financial Network El Segundo, CA Jul 2012 - Dec 2012 < 1
Cadaret, Grant & Company, Inc. Falls Church, VA Aug 2011 - Jul 2012 < 1
Self-employed Arlington, VA Aug 1998 - Sep 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
Contact Info for Susan L. Warren
Phone Number: 703-883-0300
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Other
Types of Clients
Registered States


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

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