Sue Ann Sholler, financial advisor Temecula CA
87 score

Sue Ann Sholler

CRD Number: 6306204
Current Firm: Fusion Capital Management

Sue Ann Sholler (CRD# 6306204) is an Investment Advisor Representative working at Fusion Capital Management in Temecula, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Copeland Benner Temecula, CA Jul 2013 - Current 3
Sholler Accounting Menifee, CA Nov 1999 - Current 17
Mclean Rotherham Murrieta, CA Jan 2007 - Jul 2013 6
Sorrento Financial Group Temecula, CA Jan 2006 - Feb 2007 1

Sue Ann Sholler has no recent exams reported.
Contact Info for Sue Ann Sholler
Phone Number: 866-254-4235
Firm Website: http://www.fusioncm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    1,620
    ACCOUNTS
  • Average Account Value
    $75,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, TX, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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