Suzanne Nealgarner (CRD# 4211490) is an Investment Advisor Representative working at Advanced Tax And Financial Services, Inc. in Kuna, ID and has over 23 years of experience in the finance industry.
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
CRD# 6768948
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advanced Tax And Financial Services, Inc. | Kuna, ID | Jun 2018 - Current | 5 |
| 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 |
- WA
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$193,665
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
ID, WA
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