Susan LoveridgeCRD Number: 1206510
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Susan Loveridge (CRD# 1206510) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salt Lake City, UT and has over 34 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Bank Of America, N.a.||Salt Lake City, UT||Aug 2011 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Salt Lake City, UT||Oct 1983 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Oct 1992|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)