Susan CurryCRD Number: 4571817
Current Firm: Suntrust Investment Services, Inc.
Susan Curry (CRD# 4571817) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Marietta, GA and has over 14 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Suntrust Investment Services, Inc.||Atlanta, GA||Oct 2014 - Current||2|
|Wells Fargo Advisors LLC||Atlanta, GA||Aug 2009 - Oct 2014||5|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jul 2003 - Aug 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV