Susan John, financial advisor Wolfeboro NH
96 score

Susan John

CRD Number: 1830060
Current Firm: Financial Focus, Inc.

Susan John (CRD# 1830060) is an Investment Advisor Representative working at Financial Focus, Inc. in Wolfeboro, NH and has over 28 years of experience in the finance industry. Susan John 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.

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Professional Designations
Company Name Location Dates Years
Financial Focus, Inc. Wolfeboro, NH Jan 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
Contact Info for Susan M. John
Phone Number: 603-569-1994
Registered State(s):
  • FL
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    199
    MILLIONS
  • Total Number of Accounts
    683
    ACCOUNTS
  • Average Account Value
    $291,524
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, MA, NH, NY, TX

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

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