Susan Plunkett-Barese is a registered investment advisor, based in Burke, VA, with 4 years of industry experience.
Location
Burke, VA
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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 ActivitiesSells Insurance
Susan is a board member for Rebuilding Together Fairfax, an insurance sales representative, and participates in paid speaking engagements. She is also a representative for Arbonne, works for TNT Financial, volunteers with Community Business Partnerships, and is an agent for Midland National Life Insurance, selling various life insurance products.
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Arkadios Capital
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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