Susan
Bennett
Pfg Advisors
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About this Advisor
Susan Bennett is a financial advisor operating in Phoenix, Arizona with 5 years of relevant experience. Bennett currently works for Pfg Advisors. The advisor has gained experience at Desert Schools Financial Services, Lpl Financial LLC, Securities America, Inc, Pfg Advisors and Self. Bennett holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Arizona. Pfg Advisors is a business that has its headquarters in Phoenix, AZ. The investment advisory business has offices in 129 locations and a total of 94 people on staff. It controls $2 billion in total assets among its 9,045 accounts, placing it among the biggest firms in the country by assets under management. Of its 9,045 customer accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Pfg Advisors has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fees billed by Pfg Advisors can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfg Advisors Brokerage Details
$1,835,590,579
94
9,045
$202,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Susan Bennett Work History
Susan has been registered as a financial advisor for 5 years.*
Securities America, Inc
Pfg Advisors
Self
Lpl Financial LLC
Desert Schools Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Susan Bennett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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