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Suzanna Camile Koizumi

33 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
283 clients
Average Client Portfolio
$118K average
Assets Under Management
$33.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

Palm Coast, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Suzanna owns a rental condo in NC managed by a rental agency, requiring minimal time. She is also an affiliate for PYur Life, selling nutritional products, and a partner in Cam-Cam, LLC, a real estate venture, dedicating minimal time to each.

Employment History
Current Registrations
Reap in Wealth Management, LLC
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
VALIC Financial Advisors, INC.
January 2004 - August 2018 · 14 yrs 7 mos
VALIC Financial Advisors, INC.Broker
October 2002 - August 2018 · 15 yrs 10 mos
Manequity, INC.Broker
August 1984 - December 1989 · 5 yrs 4 mos
H. C. Copeland and Associates Equities, INC.Broker
March 1979 - March 1984 · 5 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Suzanna Camile Koizumi - Financial Advisor | TrueAdvisor