Susan Hartman
Susan Hartman is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, with 22 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
420-A Osceola Avenue, Jacksonville, FL, 32250
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is the president and owner/operator of Beaches Financial & Estate Planning, dedicating nearly full-time hours to this role as a financial advisor. She also owns Castlekeep Farm (a horse boarding stable managed by her son), Susan L Hartman, Inc (an S Corp providing financial & investment consulting services), and Susan L Hartman, PLLC (Certified Divorce Financial Analyst and Attorney).
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations10 states
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