Susan ArnetteCRD 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 28 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Ic Advisory Services, Inc.||West Chester, PA||Jul 2007 - Current||10|
|The Investment Center, Inc.||West Chester, PA||Jul 2007 - Current||10|
|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|
Total Assets Under Management812MILLIONS
Total Number of Accounts3,745ACCOUNTS
Average Account Value$216,763
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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