Unclaimed
Susan Eldridge is a registered investment advisor representative with over 39 years of experience in the financial services industry. Susan holds registrations with both LPL Financial LLC and Eldridge Investment Advisors, Inc. Her areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Susan provides investment advisory services through Eldridge Investment Advisors, Inc., which is separate from and independent of LPL Financial.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NH
12/12/2023 - Present
LPL Financial LLC (MANCHESTER NH)
MA
05/24/1988 - 12/03/1992
FECHTOR, DETWILER & CO., INC. (BOSTON MA)
NA
01/25/1988 - 05/27/1988
HOPPER SOLIDAY & CO., INC.
NA
01/25/1984 - 01/25/1988
ROBERT C. CARR & CO., INC.
IA
Issued 12/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/31/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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