Susan WilsonCRD Number: 5602148
Current Firm: Transamerica Financial Advisors, Inc.
Susan Wilson (CRD# 5602148) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mountain View, CA and has over 8 years of experience in the finance industry.
Three Bell Capital LLC
Prosperity Financial Group, Inc.
Skyoak Wealth Management, Inc.
|Bsi Ehs Services And Solutions||San Jose, CA||Jul 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Mountain View, CA||Jan 2012 - Current||5|
|Debtmerica Relief, LLC||Santa Ana, CA||Jan 2012 - Current||5|
|World Financial Group||Sunnyvale, CA||Jan 2008 - Current||9|
|Environmental And Occupational Risk Management, Inc.||San Jose, CA||Apr 2005 - Current||12|
|Investment Advisors International, Inc.||Sunnyvale, CA||Jun 2011 - Jan 2012||< 1|
|World Group Securities, Inc.||Sunnyvale, CA||Sep 2008 - Jan 2012||3|
|Vacation Rental Cabin||Arnold, CA||Jul 2000 - Jul 2011||11|
|Las Cumbres Conservation Corporation-home Owner Association||Los Gatos, CA||Jul 2008 - May 2010||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
- Financial Issue
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops