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Susan Adams, financial advisor Saint Louis MO

Susan Adams

CRD Number: 6292146
Current Firm: Prudential Financial Planning Services

Susan Adams (CRD# 6292146) is an Investment Advisor Representative working at Prudential Financial Planning Services in Saint Louis, MO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Prudential Insurance Company Of America St. Louis, MO Jun 2019 - Current 4
Pruco Securities, LLC St. Louis, MO Jun 2019 - Current 4
Envision Strategies, LLC St. Louis, MO Jul 2017 - Current 6
Eagle Strategies LLC Creve Coeur, MO Oct 2016 - Jun 2019 2
Nylife Securities LLC Creve Coeur, MO May 2014 - Jun 2019 5
New York Life Insurance Company Creve Coeur, MO Jan 2014 - Jun 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2014
S66 NASAA Uniform Combined State Law Examination Oct 2016
Contact Info for Susan B. Adams
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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