SP
SP

Susan Pevac

19 Years of Experience
Steubenville, OH
BrokerSells Insurance

Susan Pevac is a registered investment advisor, based in Steubenville, OH, with 19 years of industry experience.

Location

626 North 4th St., Suite 101, Steubenville, OH, 43952

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Susan is an advisory representative of a RIA, CIRA, spending about 10-20% of her time on investment-related activities and trading. She is also an IAR for Cardinal Wealth Management, dedicating full-time hours to investment-related activities and trading, and an independent insurance agent for various companies, spending minimal time on this.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2020 - Present · 5 yrs 6 mos
Cambridge Investment Research, INC.
November 2020 - Present · 5 yrs 6 mos
Cambridge Investment Research, INC.Broker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
February 2018 - November 2020 · 2 yrs 9 mos
First Allied Securities, INC.Broker
February 2018 - November 2020 · 2 yrs 9 mos
Edward Jones
December 2017 - January 2018 · 1 mo
Edward JonesBroker
December 2017 - January 2018 · 1 mo
Stifel, Nicolaus & Company, Incorporated
March 2009 - December 2017 · 8 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2009 - December 2017 · 8 yrs 9 mos
Butler, Wick & CO., INC.
April 2007 - March 2009 · 1 yr 11 mos
Butler, Wick & CO., INC.Broker
July 2006 - March 2009 · 2 yrs 8 mos
State Registrations6 states
FLKYOHPATXWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Susan Pevac - Financial Advisor | TrueAdvisor