Susan Sharin (CRD# 830234) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in San Diego, CA and has over 27 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Efficient Frontier Advisors LLC | Eastford, CT | Apr 1998 - Current | 26 |
| Susan F. Sharin LLC | Eastford, CT | May 1996 - May 2014 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
- CA
- TX
-
Total Assets Under Management402MILLIONS
-
Total Number of Accounts204ACCOUNTS
-
Average Account Value$1,970,283
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, CT, OR, TX
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