Susan MarshallCRD 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.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
Securities America Advisors, Inc.
|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|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- 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)
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