Susan MorseCRD Number: 1301948
Current Firm: Mosaic Financial Partners, Inc.
Susan Morse (CRD# 1301948) is an Investment Advisor Representative working at Mosaic Financial Partners, Inc. in San Francisco, CA and has 1 year of experience in the finance industry. Susan Morse 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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|Mosaic Financial Partners, Inc. (formerly Boone Financial)||San Francisco, CA||Jan 2005 - Current||11|
Total Assets Under Management555MILLIONS
Total Number of Accounts927ACCOUNTS
Average Account Value$598,390
- 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