Susan GaudinCRD Number: 3073487
Current Firm: Raymond James & Associates, Inc.
Susan Gaudin (CRD# 3073487) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lafayette, LA and has over 18 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Raymond James & Associates, Inc.||Lafayette, LA||Feb 2013 - Current||3|
|Morgan Keegan And Company, Inc.||Lafayette, LA||Feb 2007 - Feb 2013||6|
|Ubs Financial Services Inc.||Lafayette, LA||Mar 2001 - Jan 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)