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 33 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||4|
|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 Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)