Susan ClausenCRD Number: 4571757
Current Firm: Captrust
Susan Clausen (CRD# 4571757) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 14 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Captrust||Raleigh, NC||Apr 2015 - Current||2|
|Captrust Financial Advisors||Raleigh, NC||Jan 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Akron, OH||Jul 2002 - Jan 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management173,567MILLIONS
Total Number of Accounts3,747ACCOUNTS
Average Account Value$46,321,716
- 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)
- Publication of periodicals or newsletters
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV