Susan Harvell, financial advisor Greenville SC

Susan Harvell

CRD Number: 4442833
Current Firm: The Fiduciary Alliance

Susan Harvell (CRD# 4442833) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
The Fidiciary Alliance Greenville, SC Sep 2020 - Current 3
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
Contact Info for Susan S. Harvell
Phone Number: 864-385-7999
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,228
    MILLIONS
  • Total Number of Accounts
    16,591
    ACCOUNTS
  • Average Account Value
    $74,014
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, WI

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