Unclaimed
Susan Frybarger is a registered representative with LPL Financial LLC. Susan has been in the securities industry since December 28, 1997. Susan has been with LPL Financial LLC since July 21, 2021. Before that, Susan was affiliated with WADDELL & REED, EDWARD JONES, CHASE INVESTMENT SERVICES CORP., and BANC ONE SECURITIES CORPORATION.
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
LA
07/21/2021 - Present
LPL Financial LLC (SHREVEPORT LA)
LA
04/21/2011 - 07/21/2021
WADDELL & REED (SHREVEPORT LA)
LA
08/19/2005 - 02/25/2011
EDWARD JONES (BOSSIER CITY LA)
IL
07/06/2005 - 08/19/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
11/05/1997 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 08/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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