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Susan L Warren

Advisors Financial, Inc.

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About Susan L Warren

Susan L. Warren is a financial advisor with Advisors Financial, Inc. Susan has been in the financial industry for over 10 years, and holds the Series 63, SIE and Series 7 licenses. Susan has a background in financial planning and portfolio management for individuals and businesses. Susan is a Certified Financial Planner™. Prior to joining Advisors Financial, Inc., Susan worked at CETERA ADVISOR NETWORKS LLC and CADARET, GRANT & CO., INC.

Firm Information

Susan Warren is currently registered with Advisors Financial, Inc.. Advisors Financial, Inc. is an investment advisory firm located in Vienna, VA. The firm provides financial planning, portfolio management, and selection of other advisors to individuals, high-net-worth individuals, charitable organizations, and other clients. They manage approximately $265 million in assets.
Advisors Financial, Inc.

8391 OLD COURTHOUSE ROAD

VIENNA, VA 22182

$265.29M

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Susan Warren’s Registration & Firm History

VA

06/25/2012 - Present

Advisors Financial, Inc. (FALLS CHURCH VA)

VA

07/05/2012 - 06/01/2018

CETERA ADVISOR NETWORKS LLC (VIENNA VA)

VA

10/06/2011 - 07/05/2012

CADARET, GRANT & CO., INC. (FALLS CHURCH VA)

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Licenses & Designations

BC

Issued 05/03/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan L Warren.
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