Susan Shum, financial advisor Virginia Beach VA

Susan Shum

CRD Number: 6584884
Current Firm: Financial Security Advisory Inc.

Susan Shum (CRD# 6584884) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Virginia Beach, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Security Management, Inc. Virginia Beach, VA Jul 2015 - Current 6
Wood Forrest National Bank Virginia Beach, VA Jan 2013 - Jul 2015 2
It's Fushion Metro Norfolk, VA Aug 2012 - Jan 2013 < 1
Dollar Tree Mt Vernon, WA Jun 2007 - May 2012 4
Payless Shoe Source Mt Vernon, WA Oct 2011 - Jan 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Susan P. Shum
Phone Number: 757-431-1414
Firm Website: http://www.gofsg.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,207
    MILLIONS
  • Total Number of Accounts
    5,120
    ACCOUNTS
  • Average Account Value
    $235,679
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States

AZ, CA, CO, CT, FL, MA, MD, NC, NJ, NY, PA, SC, TX, VA

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