Susan Hunter (CRD# 5308219) is an Investment Advisor Representative working at 5c Capital Management, LLC in Mount Pleasant, SC and has 1 year of experience in the finance industry. Susan Hunter 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.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Clark Dodge Asset Management, LLC | White Plains, NY | Jul 2011 - Mar 2017 | 5 |
- NJ
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Total Assets Under Management399MILLIONS
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Total Number of Accounts1,442ACCOUNTS
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Average Account Value$276,704
- 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)
CA, CT, FL, LA, MA, NJ, NY, SC, TX
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