Sussie JordanCRD Number: 1988095
Current Firm: Hilltop Securities Independent Network Inc.
Sussie Jordan (CRD# 1988095) is an Investment Advisor Representative working at Hilltop Securities Independent Network Inc. in Weatherford, TX and has over 28 years of experience in the finance industry. Sussie Jordan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Holland Investment Management, Inc.
Ameriprise Financial Services, Inc.
Robert W. Baird & Company Incorporated
|Sussie Jordan, Cfp||Weatherford, TX||Jan 2000 - Current||18|
|Sws Financial Services||Austin, TX||Nov 1998 - Current||19|
|Tejas Computer Systems||Austin, TX||Feb 1979 - Aug 2007||28|
|Ted E. Jordan & Co Inc Pc/cpa||Austin, TX||Jun 1973 - Aug 2007||34|
|Ted E. Jordan & Co Inc.-pc||Austin, TX||Jun 1973 - Aug 2007||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
Total Assets Under Management245MILLIONS
Total Number of Accounts1,218ACCOUNTS
Average Account Value$200,810
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV