Susan
Lanham

Financial Engines Advisors L.L.C

CRD#6195353
Investment Advisor
in Bluffton, SC

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About this Advisor

Susan Lanham is a financial advisor who works in Bluffton, South Carolina, who has 1 year of industry experience. Lanham is an advisor for Financial Engines Advisors L.L.C. Their career trajectory has included roles at Td Bank Us, Td Private Client Wealth LLC, Sanders Morris Harris Inc, Edelman Financial Services, LLC, Ef Legacy Securities, LLC, Financial Engines Advisors L.L.C and Morgan Stanley. Lanham has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in South Carolina. Financial Engines Advisors L.L.C is an advisory company that has its headquarters in Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 employees. It has $242 billion in total assets among its 1,594,707 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 54 charitable organizations. Of its 1,594,707 customer accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice largely vary depending on which services the firm provides the client. However, fees charged by Financial Engines Advisors L.L.C most likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

Bluffton, SC

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$241,970,176,743

SC Average: $7,578,581,321
Total Number of Employees

1,514

SC Average: 43
Total Number of Accounts

1,594,707

SC Average: 3,727
Average Account Size

$151,733

SC Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Susan Lanham Work History

Susan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Financial Engines Advisors L.L.C

2021 - 2022 (1 year)

Morgan Stanley

2018 - 2020 (2 years)

Financial Engines Advisors L.L.C

2016 - 2018 (2 years)

Ef Legacy Securities, LLC

2014 - 2016 (2 years)

Sanders Morris Harris Inc

2014 - 2018 (4 years)

Edelman Financial Services, LLC

2013 - 2014 (1 year)

Td Private Client Wealth LLC

2012 - 2014 (2 years)

Td Bank Us

*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 Lanham 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 Financial Engines Advisors L.L.C

Rachel Gilmore
Saint Louis, MO
Noah French
Newton Center, MA
William Mcelroy
Phoenix, AZ
Samuel Lindemann
Roseville, CA
Jillian Green
Alexandria, VA
Edmund Callahan
Farmington, CT
Anthony Badillo
Fairfax, VA
Steven Murray
Whitman, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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