Susan
Gardiner
Origin Investment Advisory LLC
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About this Advisor
Susan Gardiner is a financial advisor based in Saunderstown, Rhode Island, working with Origin Investment Advisory LLC. Susan has previously held positions at Forbes Financial Planning, Inc, Rhode Island Housing, Rhode Island Public Expenditure Council, Office Of The Rhode Island Senate President, Origin Financial, and South County Wealth Management. Susan has passed the Series 65 regulatory exam and is registered to provide services in Rhode Island. Currently, Susan is part of Origin Investment Advisory LLC, which operates out of Saunderstown, Rhode Island. The firm has 164 employees and manages assets totaling $548.4 thousand. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Origin Investment Advisory LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Origin Investment Advisory LLC Brokerage Details
$548,444
164
133
$4,124
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Susan Gardiner Work History
Origin Financial
South County Wealth Management
Forbes Financial Planning, Inc
Rhode Island Housing
Rhode Island Public Expenditure Council
Office Of The Rhode Island Senate President
Disclosures
Please visit the SEC profile of Susan Gardiner 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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