Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Marshall is a registered Investment Advisor Representative with Columbia Advisory Partners, LLC. Susan has been active in the financial services industry since June 1995 and is registered with the state of Washington. Susan holds a Series 65 license and has a Personal Financial Specialist designation. Susan's areas of specialization are Financial Planning, Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles. Susan's firm, Columbia Advisory Partners, LLC is located in Spokane, Washington and provides financial services to both individuals and pooled investment vehicles.
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.
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.
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WA
09/13/2024 - Present
Columbia Advisory Partners, LLC (Spokane WA)
IA
Issued 11/16/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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