Susan Cole
Susan Cole is a registered investment advisor at Planmember Securities Corporation, based in Alamo, TN, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Alamo, TN
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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 owns rental properties since 2004, dedicating minimal time to this activity. She is also an owner/agent at Cornerstone Financial Services since 2021, offering insurance, investments, debt management, and retirement planning, which is a full-time commitment.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Nationwide Investment Services CorporationBroker
State Registrations3 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.