Susan Harvell (CRD# 4442833) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has over 23 years of experience in the finance industry.
CRD# 1888517
Edward Jones
CRD# 4856092
Ubs Financial Services Inc.
CRD# 5590124
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
The Fidiciary Alliance | Greenville, SC | Sep 2020 - Current | 4 |
Foster Victor Wealth Advisors | Greenville, SC | May 2016 - Aug 2020 | 4 |
Robert T Victor | Greenville, SC | Oct 2009 - May 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2001 |
S65 | NASAA Investment Advisors Law Examination | May 2019 |
- SC
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Total Assets Under Management1,228MILLIONS
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Total Number of Accounts16,591ACCOUNTS
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Average Account Value$74,014
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, ID, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI
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