Susan FaustCRD Number: 3160149
Current Firm: Bill Few Associates, Inc.
Susan Faust (CRD# 3160149) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 10 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Bill Few Associates, Inc.||Pittsburgh, PA||Feb 2015 - Current||3|
|Bill Few Securities, Inc.||Pittsburgh, PA||Feb 2015 - Current||3|
|Trebuchet Consulting, LLC||Pittsburgh, PA||May 2007 - Feb 2015||7|
|Bill Few Securities, Inc.||Pittsburgh, PA||Jul 2007 - May 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management918MILLIONS
Total Number of Accounts2,984ACCOUNTS
Average Account Value$307,751
- 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)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV