Susan Arnette, financial advisor West Chester PA
96 score

Susan Arnette

CRD Number: 1908445
Current Firm: Ic Advisory Services, Inc.

Susan Arnette (CRD# 1908445) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in West Chester, PA and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ic Advisory Services, Inc. West Chester, PA Jul 2007 - Current 9
The Investment Center, Inc. West Chester, PA Jul 2007 - Current 9
Wharton Equity Corporation West Chester, PA Jan 1991 - Jul 2007 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for Susan L. Arnette
Phone Number: 908-707-4422
Registered State(s):
  • AZ
  • CA
  • MD
  • NV
  • NJ
  • PA
  • SC
  • CO
  • VT
  • FL
  • GA
  • MA
  • MI
By the Numbers
  • Total Assets Under Management
    812
    MILLIONS
  • Total Number of Accounts
    3,745
    ACCOUNTS
  • Average Account Value
    $216,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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