linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Susan Anna Rushworth

Family Wealth Advisory Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Susan? Claim Your Profile

About Susan Anna Rushworth

Susan Rushworth is a financial advisor with over 20 years of experience in the industry. Susan currently works with Family Wealth Advisory Group, LLC, a firm based in Cincinnati, Ohio. Susan has held previous positions with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, American Express Financial Advisors Inc., IDS Life Insurance Company, and Franklin Financial Services Corporation. Susan is a registered representative in Ohio.

Firm Information

Susan Rushworth is currently registered with Family Wealth Advisory Group, LLC. Family Wealth Advisory Group, LLC is an investment advisory firm based in Cincinnati, OH, with approximately $273,889,797 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and other advisory services, primarily to high-net-worth individuals, corporations, and individuals other than high-net-worth.
Family Wealth Advisory Group, LLC

7359 EAST KEMPER ROAD

CINCINNATI, OH 45249

$273.89M

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

matters not involving securities

Matters not involving securities

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Susan Rushworth’s Registration & Firm History

OH

10/12/2004 - Present

Family Wealth Advisory Group, LLC (CINCINNATI OH)

IN

09/18/2003 - 06/21/2004

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

09/18/2003 - 06/21/2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IN

06/06/2000 - 09/25/2002

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

06/06/2000 - 09/25/2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

MN

05/13/1998 - 05/25/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/13/1998 - 05/25/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

TX

12/24/1997 - 04/07/1998

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

Not sure if Susan Anna Rushworth is right for you?

Licenses & Designations

BC

Issued 12/11/2000

Series 24 - General Securities Principal Examination

BC

Issued 05/28/1998

Series 7 - General Securities Representative Examination

BC

Issued 12/23/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan Anna Rushworth.
Not sure if Susan Anna Rushworth is right for you?