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Susan S Harvell

THE Fiduciary Alliance

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About Susan S Harvell

Susan Harvell is a financial advisor at The Fiduciary Alliance. Susan has worked in the financial services industry since 2001 and has experience providing financial planning, portfolio management for businesses and individuals, and educational seminars to a variety of clients. Susan has a Series 6 and a Series 63 license and holds a Series 65 certification. Susan holds a Series 6 and Series 63 license and has passed the Series 65 exam.

Firm Information

Susan Harvell is currently registered with THE Fiduciary Alliance. THE Fiduciary Alliance is an SEC-registered investment advisor located in Greenville, SC. The firm manages a total of $1.23 billion in client assets, including $788 million in discretionary assets. THE Fiduciary Alliance offers a range of advisory services, including financial planning, educational seminars, and portfolio management for individuals, businesses, and other investment advisors. The firm serves a diverse client base, including corporations, individuals, trusts, and charitable organizations.
THE Fiduciary Alliance

511 RHETT STREET, SUITE 2A

GREENVILLE, SC 29601

$1.23B

Assets Under Management

Not reported

Total Clients

29

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Susan Harvell’s Registration & Firm History

SC

09/10/2020 - Present

THE Fiduciary Alliance (GREENVILLE SC)

MO

06/15/2002 - 03/10/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

10/18/2001 - 06/15/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 05/16/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan S Harvell.
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