Susan Leivas-Sturner (CRD# 2291784) is an Investment Advisor Representative working at Avantax Advisory Services in Riverside, CA and has over 21 years of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 6302760
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leivas Wealth Management | Riverside, CA | Jan 2022 - Current | 2 |
| H&r Block | Riverside, CA | Jan 2022 - Current | 2 |
| Avantax Insurance Agency, LLC | Dallas, TX | Sep 2018 - Current | 5 |
| Avantax Advisory Services | Riverside, CA | Sep 2012 - Current | 11 |
| Avantax Investment Services, Inc. | Riverside, CA | Dec 2001 - Current | 22 |
| Avantax Insurance Agency, Inc. | Dallas, TX | Jun 2018 - Dec 2021 | 3 |
| H & R Block | Riverside, CA | Oct 2011 - Dec 2021 | 10 |
| Leivas Associates Inc., Dba Leivas Tax Wealth Mana | Riverside, CA | Dec 2004 - Dec 2021 | 17 |
| Leivas, Kanouse & Associates | Riverside, CA | Jan 1997 - Dec 2021 | 24 |
| Leivas & Associates | Riverside, CA | Jan 1992 - Dec 2021 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2012 |
- CA
- TX
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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