Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Katherine Tackett is a financial advisor who has been working in the financial services industry since 1999. Susan is currently registered with Concorde Asset Management, LLC. Susan holds the Series 6, Series 63, and Series 65 licenses. Susan is also registered as an Investment Advisor Representative in Arizona, California, Colorado, Idaho, Nebraska, Nevada, Texas, and Washington. Susan has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Susan's previous employers include SCF Securities, Inc., H. Beck, Inc., ING Financial Partners, Inc., Walnut Street Securities, Inc., and 1717 Capital Management Company. Susan is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Promoter fees from other advisors
1
2
CA
08/16/2022 - Present
Concorde Asset Management, LLC (Hanford CA)
CA
10/16/2017 - 08/26/2022
SCF SECURITIES, INC. (Hanford CA)
CA
04/11/2008 - 10/17/2017
H. BECK, INC. (HANFORD CA)
CA
01/16/2006 - 04/11/2008
ING FINANCIAL PARTNERS, INC. (VISALIA CA)
CA
12/16/2002 - 10/13/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
DE
01/11/2001 - 12/10/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
06/14/1999 - 01/12/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 06/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Tackett is the right advisor for you? Invested Better is here to help.
