Susan Campion, financial advisor Greenville SC

Susan Campion

CRD Number: 2684572
Current Firm: First Citizens Investor Services, Inc.

Susan Campion (CRD# 2684572) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Greenville, SC and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services, Inc. Greenville, SC Jan 2016 - Current 6
First Citizens Asset Management Columbia, SC May 2012 - Current 10
First Citizens Securities Corp Columbia, SC May 2012 - Jan 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Feb 2002
Contact Info for Susan A. Campion
Phone Number: 800-229-0205
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,625
    MILLIONS
  • Total Number of Accounts
    5,099
    ACCOUNTS
  • Average Account Value
    $318,616
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, GA, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV

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