Susan Marshall, financial advisor Washington PA
93 score

Susan Marshall

CRD Number: 1180541
Current Firm: Pnc Investments

Susan Marshall (CRD# 1180541) is an Investment Advisor Representative working at Pnc Investments in Washington, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Feb 2009 - Current 7
Fsc Securities Corporation Washington, PA Oct 2006 - Feb 2009 2
Pnc Investments Pittsburgh, PA Jan 2004 - Oct 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Susan J. Marshall
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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

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, 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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