Susan Bentley is a registered investment advisor, based in Issaquah, WA, with 37 years of industry experience.
Location
6415 E Lake Sammamish Pkwy SE, Suite 100, Issaquah, WA, 98029
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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 IAR with Merit Financial Advisors, LLC and provides insurance advice as an agent. She also owns multiple real estate rental properties and a private investigation company, and works as a wealth manager doing bookkeeping.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Piper Jaffray INC.Broker
State Registrations27 states
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