Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Hamblin Bentley is a financial advisor with over 35 years of experience in the industry. Susan is currently registered with Merit Financial Advisors and has held previous positions at LPL Financial LLC, Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Clearing Services, LLC. Susan has a strong background in financial planning, portfolio management, and investment advisory services. Susan is dedicated to providing personalized financial guidance to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
GA
05/14/2023 - Present
Merit Financial Advisors (ALPHARETTA GA)
WA
04/22/2020 - 08/16/2024
LPL FINANCIAL LLC (ISSAQUAH WA)
WA
01/05/2018 - 04/24/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ISSAQUAH WA)
WA
11/07/1997 - 01/05/2018
WELLS FARGO CLEARING SERVICES, LLC (ISSAQUAH WA)
MN
05/25/1988 - 12/04/1997
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 01/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2000
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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