Susan Lacina
Susan Lacina is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fullerton, CA, with 23 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
141 W Bastanchury Rd, Fullerton, CA, 92835
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Susan owns multiple rental properties in Riverside, CA, dating back to 2011. She spends minimal time per month on each property.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Kinecta Financial & Insurance ServicesBroker
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations35 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.
Exams
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