Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Fox is a financial advisor with LPL Financial LLC. Susan has been in the financial services industry since 1993 and has a wide range of experience. Susan has held positions with several firms including WELLS FARGO CLEARING SERVICES, LLC, PRUDENTIAL SECURITIES INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., and NATIONSSECURITIES. Susan is licensed to provide securities and investment advisory services in Alabama, District of Columbia, Florida, Idaho, Maryland, North Carolina, Pennsylvania, South Carolina, and Virginia. Susan is a dedicated financial advisor who is committed to helping her clients achieve their financial goals.
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.
1
2
VA
11/21/2022 - Present
LPL Financial LLC (KILMARNOCK VA)
VA
07/01/2003 - 11/18/2022
WELLS FARGO CLEARING SERVICES, LLC (WILLIAMSBURG VA)
NY
12/10/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
01/01/1998 - 12/20/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
12/09/1993 - 01/01/1998
NATIONSSECURITIES
IA
Issued 12/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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