Susan Sands (CRD# 4603411) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 22 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marquis Wealth Management Group | Fort Myers, FL | Jan 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2001 |
- FL
-
Total Assets Under Management361MILLIONS
-
Total Number of Accounts988ACCOUNTS
-
Average Account Value$365,461
- 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
- Selection of other advisers (including private fund managers)
- Other
FL, MI, NC, TX
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