Susann Joo is a registered investment advisor at D.A. Davidson & CO., based in Bellevue, WA, with 19 years of industry experience. Susann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
10400 NE 4th St., Suite 400, Bellevue, WA, 98004
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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 Activities
Susann provides notary services in Bellevue, WA, since 2009. This non-investment related activity requires minimal time during securities trading hours.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
State Registrations31 states
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