John Susin (CRD# 5345537) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 14 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mgo One Seven | Lemont, IL | Apr 2023 - Current | 1 |
| Red Oak Capital Investments | Oak Brook, IL | Jan 2022 - Apr 2023 | 1 |
| Red Oak Capital Management, Inc. | Oak Brook, IL | Sep 2016 - Apr 2023 | 6 |
| Niagara International Capital Limited | Clarence, NY | Jun 2017 - Mar 2018 | < 1 |
| Great Lakes Atlantic | Oak Brook, IL | Oct 2016 - Mar 2018 | 1 |
| Comprehensive Asset Management And Servicing, Inc. | Parsippany, NJ | Sep 2016 - May 2017 | < 1 |
| Investment Center Bd | Naperville, IL | Jun 2011 - Sep 2016 | 5 |
| The Investment Center Inc. | Oak Brook, IL | May 2012 - Aug 2016 | 4 |
| Ic Advisory Services Inc. | Oak Brook, IL | May 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2009 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- IL
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Total Assets Under Management2,571MILLIONS
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Total Number of Accounts9,416ACCOUNTS
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Average Account Value$273,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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