ADVISOR BIO

Susan Lyle is a financial advisor with over 30 years of experience in the industry. Susan currently works with Merrill Lynch, Pierce, Fenner & Smith Inc. but has previously worked for Wells Fargo Advisors, LLC and Sorrento Pacific Financial, LLC. Susan Lyle is registered with FINRA and holds a Series 7, 63 and 65 license. Susan specializes in providing investment advice and portfolio management services to individuals, corporations and institutional clients. Susan is a registered investment advisor in California and Texas.

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ADVISOR BIO

Susan Bentley is a registered investment advisor representative with Principal Securities, Inc., with over 30 years of experience in the financial services industry. Susan is registered in multiple states and holds the Series 6, 7, 63, and 65 licenses, along with the SIE exam. Susan offers financial planning, portfolio management services for individuals, and educational seminars. Susan is a valuable resource for individuals and families seeking to build and protect their wealth.

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ADVISOR BIO

Susan Min is a registered investment advisor representative with Gold Coast Securities, Inc., in Los Angeles, California. Susan has been in the financial services industry since 1996 and has held a variety of positions at several firms, including Signator Investors, Inc., Capital Brokerage Corporation, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Susan is a licensed securities agent in California and Nevada, and has a Series 6, 7, 24, 63, and 65 licenses. Susan provides a range of financial services to individuals and businesses, including financial planning, pension consulting, educational seminars, and portfolio management. Susan also works as a salesperson of fixed life, health, and long-term care insurance.

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ADVISOR BIO

Susan Edwards is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Susan has been in the securities industry since October 3, 1991. Susan has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 5, 1993. Susan holds Series 7, Series 63, Series 65, and Series 66 licenses, as well as the Securities Industry Essentials Examination.

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ADVISOR BIO

Susan Lynch is an Investment Advisor Representative associated with Wells Fargo Clearing Services, LLC. Susan is a registered representative in several states and has been in the financial services industry since 1985. Susan specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Susan is registered in the states of California, Texas, and several other states, with offices in Carmel, CA.

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ADVISOR BIO

Susan Gibbs is a financial advisor with Global Retirement Partners LLC. Susan has been in the financial services industry since 1988. Susan holds the Series 7 and Series 63 licenses, as well as the SIE and Series 65 exams. Susan has experience working with individuals, corporations, and pension and profit-sharing plans. Susan provides financial planning and portfolio management services. Susan's firm, Global Retirement Partners LLC, is a registered investment advisor. The firm has been in business since 2022 and has over 140 billion dollars in assets under management.

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Susan Morton is a registered representative and investment advisor representative with J.P. Morgan Securities LLC, located in Marina Del Rey, California. Susan has been in the financial services industry since March 1995. Susan specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

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Susan Harris is a licensed financial professional with over 5 years of experience in the financial services industry. Susan is a registered representative with Wells Fargo Clearing Services, LLC and holds the Series 6, Series 63 and SIE licenses. Susan's current office location is in Yuba City, California. Susan specializes in providing investment advice and portfolio management for individuals and businesses.

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ADVISOR BIO

Susan Davitz is a financial advisor with over 20 years of experience in the industry. Susan is currently registered with Morgan Stanley, where Susan has been working since 2009. Susan is licensed to provide securities and investment advisory services in 53 states and the District of Columbia. Susan has a broad range of experience in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and insurance companies. Susan has a strong commitment to helping her clients achieve their financial goals.

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ADVISOR BIO

Susan Hoyt is a registered investment advisor with over 20 years of experience in the financial services industry. Susan is currently registered with Cuso Financial Services, LP and holds Series 6, 63, and 65 licenses, as well as the SIE exam. Susan has a history of working with various firms including Valic Financial Advisors, Inc., Sunamerica Capital Services, Inc., Independent Financial Group, LLC and LPL Financial Corporation. Her career spans multiple financial services specialties and she currently specializes in portfolio management for individuals and businesses.

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