Susan Brown (CRD# 6105636) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Wort, TX and has 1 year of experience in the finance industry.
CRD# 5297105
Schwab Wealth Advisory, Inc.
CRD# 6909749
Fidelity Personal And Workplace Advisors
CRD# 2785474
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Reserach Advisors, Inc. | Fairfield, IA | May 2022 - Current | 2 |
| Brown And Freeman LLC | Bedford, TX | Sep 2012 - May 2022 | 9 |
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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