Susan Perry
Susan Perry is a registered investment advisor at LPL Financial LLC, based in Tigard, OR, with 41 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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