Susan WestmorelandCRD Number: 4445128
Current Firm: Geneos Wealth Management, Inc.
Susan Westmoreland (CRD# 4445128) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Wells Fargo Advisors, LLC
Virginia Capital Strategies
|Geneos Wealth Management||Roanoke, VA||Apr 2004 - Current||13|
|Investors Financial Advisors||Roanoke, VA||Jul 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management2,024MILLIONS
Total Number of Accounts10,968ACCOUNTS
Average Account Value$184,545
- 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)
- Educational seminars/workshops
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