Susan Lonergan
Susan Lonergan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lancaster, PA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1 Penn Sq, Lancaster, PA, 17602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is the treasurer and a board member for the Bucks County Historical Society, dedicating minimal time. She also works as a Director of Middle Market and Specialized Commercial Lending at Fulton Bank, taking about half of her time, and is a board member for The Chamber of Commerce of Greater Philadelphia, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Banc of America Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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