Susan CraigieCRD Number: 1201727
Current Firm: Raymond James & Associates, Inc.
Susan Craigie (CRD# 1201727) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Richmond, VA and has over 34 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Raymond James & Associates, Inc.||Richmond, VA||Feb 2013 - Current||5|
|Morgan Keegan & Company, Inc.||Richmond, VA||Aug 2001 - Feb 2013||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
|S65||NASAA Investment Advisors Law Examination||Jul 1991|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV