Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Fargo is a financial advisor registered with LPL Financial LLC. Susan has been in the industry since 2000 and holds a Series 63, Series 7, and Series 24 license. Susan has also earned the Certified Financial Planner designation. Susan has experience working with individuals, families, businesses, and retirement plans. Susan can help you with a variety of financial planning needs, including investment management, retirement planning, college savings, and estate planning.
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.
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CA
11/05/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
11/21/2006 - 08/27/2021
LPL FINANCIAL LLC (ENCINITAS CA)
TX
09/11/2000 - 11/02/2006
H.D. VEST INVESTMENT SERVICES (IRVING TX)
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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