Susan Walla is a CFP-designated registered investment advisor, based in Lansdale, PA, with 29 years of industry experience.
Location
1816 West Point Pike, Suite 122, Lansdale, PA, 19446
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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 the treasurer/comptroller for Chalfont United Methodist Church and an independent insurance agent. She also owns a tax preparation and accounting business and works full-time as a financial advisor with Harmony Wealth Management.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
First American National Securities, INC.Broker
State Registrations6 states
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