Susan Derenzo
Susan Derenzo is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vancouver, WA, with 24 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
700 Washington Street, Vancouver, WA, 98660
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2019Other Business Activities
Susan is involved in several outside business activities, including roles at Heritage Bank, Mary Kay (earning commission), Columbia Non-Profit Housing, PeaceHealth Southwest Medical Center Foundation, and Estate Planning Council of Southwest Washington. These activities require minimal time commitment and do not appear to be investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
LPL Financial LLC
LPL Financial LLCBroker
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
State Registrations12 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.