Susan Shoe
Susan Shoe is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charlotte, NC, with 7 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
5960 Fairview Road, Suite 100A, Charlotte, NC, 28210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is an officer (Vice President) and owner of Shoe Private Wealth Advisors, providing wealth management and consulting services. This takes about half of Susan's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations5 states
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