Susannah Harrison, financial advisor Carpinteria CA

Susannah Harrison

CRD Number: 6359688
Current Firm: Planmember Securities Corporation

Susannah Harrison (CRD# 6359688) is a Financial Advisor working at Sagepoint Financial, Inc. in Santa Barbara, CA and has 1 year of experience in the finance industry.

CONTACT
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Professional Designations
Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Jan 2019 - Current 5
Independent Capital Management Camarillo, CA Jun 2014 - Current 9
Sagepoint Financial Camarillo, CA Aug 2014 - Dec 2018 4
Unemployed Vienna, Jan 2010 - Aug 2014 4
Unemployed Goleta, CA Oct 2011 - Jun 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Susannah E. Harrison
Phone Number: 805-684-1199
Advisor Website: www.icmsb.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,530
    MILLIONS
  • Total Number of Accounts
    67,968
    ACCOUNTS
  • Average Account Value
    $110,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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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Data verified by both the advisor and the public regulatory data.

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