Susan Marki (CRD# 1403953) is an Investment Advisor Representative working at Marki Financial Services, LLC in La Canada Flintridge, CA and has 1 year of experience in the finance industry. Susan Marki has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Art Center College Of Design | Pasadena, CA | Jan 2014 - Current | 10 |
| Marki Financial Services, Llc (156404) | La Canada Flintridge, CA | Feb 2011 - Current | 13 |
- CA
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Total Assets Under Management54MILLIONS
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Total Number of Accounts38ACCOUNTS
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Average Account Value$1,413,550
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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