Susan Carlisle
Susan Carlisle (CRD# 134752) is a financial advisory firm headquartered in , . They manage $15,788,991 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Susan Carlisle
By the Numbers
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Total Assets Under Management16MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$1,127,785
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Susan Carlisle
1
Susan Carlisle (CRD# 840078) is an Investment Advisor Representative working at Susan Carlisle in Agoura Hills, CA and has over 24 years of experience in the finance industry.
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