Susan Crossan, financial advisor Westlake Village CA

Susan Crossan

CRD Number: 4781441
Current Firm: Nbs Financial Services, Inc.

Susan Crossan (CRD# 4781441) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Nbs Financial Services, Inc. Westlake Village, CA Jan 2002 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Susan Y. Crossan
Phone Number: 805.497.2497
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    248
    MILLIONS
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $617,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, NV, TX

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