Susan
Skahan
Afg Fiduciary Services
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About this Advisor
Susan Skahan is a financial advisor based in Hingham, Massachusetts, working with Afg Fiduciary Services. Susan has previously held positions at Raymond James Financial Services, Inc, Wells Fargo Advisors Financial Network, LLC, Afg Fiduciary Services Limited Partnership, and Purshe Kaplan Sterling Investments, Inc. Susan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Susan is part of Afg Fiduciary Services, which operates out of Hingham, Massachusetts. The firm has 4 employees and manages assets totaling $213.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Afg Fiduciary Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Afg Fiduciary Services Brokerage Details
$213,266,000
4
414
$515,135
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Susan Skahan Work History
Afg Fiduciary Services Limited Partnership
Purshe Kaplan Sterling Investments, Inc
Wells Fargo Advisors Financial Network, LLC
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of Susan Skahan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Afg Fiduciary Services
Hingham, MA
Hingham, MA
Hingham, MA
Hingham, MA
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