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||4|
|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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV