Suzanne Grason (CRD# 4695747) is an Investment Advisor Representative working at Spark Financial Advisors in Richmond, VA and has over 19 years of experience in the finance industry. Suzanne Grason has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spark Financial Advisors, LLC | Richmond, VA | Nov 2022 - Current | 1 |
| Cerity Partners LLC | New York, NY | Jun 2022 - Nov 2022 | < 1 |
| Fjy Financial | Reston, VA | Jul 2018 - May 2022 | 3 |
| Ameriprise Financial Services, Inc. | Reston, VA | Sep 2004 - Jul 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
- NC
- PA
- TX
- VA
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts425ACCOUNTS
-
Average Account Value$210,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC, PA, TX, VA
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