Susan Taylor
Susan Taylor is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Virginia Beach, VA, with 40 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Virginia Beach, VA
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Susan is an independent insurance agent selling fixed insurance products since 2011, dedicating full-time hours to this. She also owns and is president of Macro Financial Services, an investment-related business run through a DBA, also dedicating full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Royal Alliance Associates, INC.
Dukes & CO Advisory, INC.
Royal Alliance Associates, INC.Broker
Davenport-Dukes Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
First Investors CorporationBroker
State Registrations16 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.