SH
ChFC
SH
ChFC

Susan Hall

48 Years of Experience
Wyomissing, PA
Broker

Susan Hall is a ChFC-designated registered investment advisor, based in Wyomissing, PA, with 48 years of industry experience.

Location

955 Penn Avenue, Wyomissing, PA, 19610

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Susan serves as a Judge of Elections in Maidencreek Township, administering primary and general elections for Berks County. This non-investment related activity requires minimal time and provides compensation for training and managing the polling place.

Employment History
Current Registrations
Valmark Securities, INC.
October 2014 - Present · 11 yrs 7 mos
Valmark Advisers, INC.
October 2014 - Present · 11 yrs 7 mos
Valmark Securities, INC.Broker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
First Heartland Consultants, INC.
June 2010 - October 2014 · 4 yrs 4 mos
First Heartland Capital, INC.Broker
June 2010 - October 2014 · 4 yrs 4 mos
NFP Securities, INC.
March 2009 - June 2010 · 1 yr 3 mos
NFP Securities, INC.Broker
January 2003 - June 2010 · 7 yrs 5 mos
NFP Securities, INC.
January 2003 - December 2004 · 1 yr 11 mos
Thrivent Investment Management INC.Broker
July 2002 - December 2002 · 5 mos
Lutheran Brotherhood Securities CORP.Broker
July 1977 - July 2002 · 25 yrs
State Registrations7 states
FLMANCNHNYPAVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Susan Hall - Financial Advisor | TrueAdvisor