Susan Bennett, financial advisor Phoenix AZ

Susan Bennett

CRD Number: 5781702
Current Firm: Pfg Advisors

Susan Bennett (CRD# 5781702) is an Investment Advisor Representative working at Pfg Advisors in Phoenix, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Phoenix, AZ Jun 2018 - Current 5
Pfg Advisors Phoenix, AZ Dec 2017 - Current 6
Lpl Financial LLC Phoenix, AZ Dec 2014 - Jun 2018 3
Self Mesa, AZ Jul 2017 - Dec 2017 < 1
Desert Schools Financial Services Phoenix, AZ Feb 2010 - Jul 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2015
Contact Info for Susan M. Bennett
Phone Number: (800) 405-8850
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,836
    MILLIONS
  • Total Number of Accounts
    9,045
    ACCOUNTS
  • Average Account Value
    $202,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

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