Susan ThurmanCRD Number: 4344201
Current Firm: Cambridge Investment Research Advisors, Inc.
Susan Thurman (CRD# 4344201) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wichita, KS and has over 13 years of experience in the finance industry.
Equitable Advisors, LLC
American Independent Securities Group, LLC
Pinion Wealth Management, LLC
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2020 - Current||3|
|Financial Benefits Inc.||Wichita, KS||Apr 2013 - Current||9|
|Cambridge Investment Research, Inc.||Fairfield, IA||Apr 2013 - Current||9|
|Sagepoint Finanical Inc.||Wichita, KS||Jan 2009 - Apr 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2009|
|S65||NASAA Investment Advisors Law Examination||Mar 2018|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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)
- Market timing services
- 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, VI, VT, WA, WI, WV, WY
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