Susan Powers (CRD# 5037008) is an Investment Advisor Representative working at Armstrong Advisory Group Inc. in Cranston, RI and has over 18 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Armstrong Advisory Group Inc. | Needham, MA | Apr 2022 - Current | 2 |
| Securities America, Inc. | Needham, MA | Jan 2007 - May 2022 | 15 |
| Securities America Advisors, Inc. | Needham, MA | Jan 2007 - May 2022 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- MA
- RI
- TX
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Total Assets Under Management1,221MILLIONS
-
Total Number of Accounts3,684ACCOUNTS
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Average Account Value$331,519
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WY
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