Suzanne Batchelder, financial advisor Phoenix AZ

Suzanne Batchelder

CRD Number: 2881909
Current Firm: Schwab Wealth Advisory, Inc.

Suzanne Batchelder (CRD# 2881909) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry. Suzanne Batchelder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Schwab Wealth Advisory Inc. Phoenix, AZ Dec 2022 - Current 1
Charles Schwab & Company, Inc. Phoenix, AZ May 2020 - Current 3
Usaa Investment Management Company Phoenix, AZ Jan 2018 - May 2020 2
Usaa Financial Advisors Inc. Phoenix, AZ Nov 2005 - May 2020 14
Usaa Financial Planning Services Phoenix, AZ Sep 2003 - May 2020 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Jan 2005
Contact Info for Suzanne N. Batchelder
Phone Number: 415-667-7000
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
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
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, VI, VT, WA, WI, WV, WY

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