Susan BentleyCRD Number: 1916124
Current Firm: Principal Securities, Inc.
Susan Bentley (CRD# 1916124) is an Investment Advisor Representative working at Principal Securities, Inc. in Irvine, CA and has over 29 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Princor Financial Services Corporation||Laguna Hills, CA||Jan 1989 - Current||29|
|Shogun Steak House Of Japan||W. Des Moines, IA||Dec 1987 - Current||30|
|Principal Financial Group||Des Moines, IA||Oct 1984 - Current||33|
|Principal Mutual Life Insurance Company||Des Moines, IA||Oct 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
|S65||NASAA Investment Advisors Law Examination||Apr 1997|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV