Susan Hall
Susan Hall is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glenview, IL, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2420 Ravine Way, Suite 200, Glenview, IL, 60025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan is an agent for non-variable insurance sales since 2007, dedicating minimal time to this activity. She is also a Certified Divorce Financial Analyst since 2013, also dedicating minimal time to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 states
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