Susan Perry
Susan Perry is a registered investment advisor at LPL Financial LLC, based in Tigard, OR, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
16083 SW Upper Boones Ferry Rd, Ste 250, Tigard, OR, 97224
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Susan operates Firenze Wealth Management as a DBA for her LPL business, dedicating nearly full-time hours. She is also involved with Good Life IA LLC, focusing on non-variable insurance, also dedicating nearly full-time hours. Finally, Susan spends minimal time per month on FINRA-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.