Susan Green, financial advisor Tustin CA
93 score

Susan Green

CRD Number: 5890787
Current Firm: Usa Financial Securities Corporation

Susan Green (CRD# 5890787) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Tustin, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Sterling Wealth Partners Tustin, CA May 2016 - Current < 1
Usa Financial Securities Ada, MI Oct 2015 - Current 1
C&c Wealth Advisory Group Tustin, CA Jan 2013 - May 2016 3
J P Turner & Company LLC Tustin, CA Jan 2013 - Oct 2015 2
Morgan Stanley Smith Barney Laguna Niguel, CA Feb 2011 - Nov 2012 1
Unemployed Aliso Viejo, CA Oct 2010 - Feb 2011 < 1
Geeknet Mountain View, CA Jun 2007 - Sep 2010 3
Idg Communications San Francisco, CA Oct 1995 - Jun 2007 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Susan N. Green
Phone Number: 888-407-8198
Registered State(s):
  • CA
  • IL
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    1,466
    ACCOUNTS
  • Average Account Value
    $117,745
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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