Susan Macfarland-Helton, financial advisor Saint Thomas VI

Susan Macfarland-Helton

CRD Number: 2848244
Current Firm: Spc

Susan Macfarland-Helton (CRD# 2848244) is an Investment Advisor Representative working at Spc in Saint Thomas, VI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Parkland Securities, LLC Ann Arbor, MI Aug 2014 - Current 9
Spc Ann Arbor, MI Sep 2004 - Current 19
Sammons Securities Company LLC Ann Arbor, MI Sep 2004 - Aug 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Susan J. Macfarland-Helton
Phone Number: 734-663-1611
Registered State(s):
  • AZ
  • FL
  • GA
  • KY
  • ME
  • MD
  • MI
  • NY
  • NC
  • PA
  • SC
  • TX
  • VI
By the Numbers
  • Total Assets Under Management
    5,563
    MILLIONS
  • Total Number of Accounts
    30,541
    ACCOUNTS
  • Average Account Value
    $182,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • 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, VI, VT, WA, WI, WV, WY

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