Suzanne NealgarnerCRD Number: 4211490
Current Firm: Advanced Tax And Financial Services, Inc.
Suzanne Nealgarner (CRD# 4211490) is an Investment Advisor Representative working at Advanced Tax And Financial Services, Inc. in Kuna, ID and has over 21 years of experience in the finance industry.
Inspire Advisors, LLC
American Independent Securities Group, LLC
Eagle Strategies LLC
|Advanced Tax And Financial Services, Inc.||Kuna, ID||Jun 2018 - Current||4|
|Advanced Tax And Financial Services, Inc.||Snoqualmie, WA||Nov 2003 - Jun 2018||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2001|
|S65||NASAA Investment Advisors Law Examination||Jan 2003|
Total Assets Under Management6MILLIONS
Total Number of Accounts45ACCOUNTS
Average Account Value$137,778
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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