Susan LoehrCRD Number: 1855507
Current Firm: Dorsey & Company Inc.
Susan Loehr (CRD# 1855507) is an Investment Advisor Representative working at Dorsey & Company Inc. in Destin, FL and has over 23 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Suntrust Advisory Services, Inc.
Arbor Wealth Management, LLC
|Dorsey & Company, Inc.||New Orleans, LA||Feb 2002 - Current||16|
|Susan M. Loehr, Dba Loehr Financial Services||Destin, FL||Feb 2002 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1994|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management457MILLIONS
Total Number of Accounts872ACCOUNTS
Average Account Value$524,251
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AL, CA, FL, LA, MS, TN, TX, WI