Meet Your TEAM
Susan Beardsley
LPL Registered Administrative Assistant
Susan Beardsley
Susan excels as a customer liaison, cherishing her 30-year relationships with clients and striving for exceptional service. She enjoys traveling, reading, kayaking, and pickleball.
Credentials
Experience
- More than 30 years in the financial services industry
- Assistant and Branch Operation Manager – D.A. Davidson & Co. – Edmonds, WA
- Assistant and Branch Operation Manager – A.G. Edwards – Edmonds, WA
Securities Registrations & Credentials
- Series 7 General Securities Representative held with LPL Financial
- Series 66 Uniform Combined State Law held with LPL Financial and Financial Advocates Investment Management
Meet Your Team
Let’s talk.
Your wealth management journey begins with a conversation. Give us a call at (425) 312-6460 or fill out the form to get started today.
"*" indicates required fields
