Susan Michelle Bowers

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2022 → Present
  Lpl Financial Llc
  San Diego, CA
• 04/2005 → 12/2016
  Home Maker
  San Diego, CA
• 01/2023 → Present
  Seapoint Wealth Advisors Llc
  San Diego, CA
• 01/2017 → 04/2020
  Alphacore Capital Llc
  La Jolla, CA
• 04/2018 → 04/2020
  Future Legends Scholarship Fund
  Rancho Santa Fe, CA
• 01/2015 → Present
  Red Grass Partners Inc
  San Diego, CA

Previous Registrations

• 2000-09-20 → 2005-03-16
  Raymond J. Lucia Companies, Inc.
  San Diego, CA
• 2004-04-21 → 2005-03-16
  Rjl Financial Network, L.L.C.
  Omaha, NE
• 2002-05-03 → 2002-09-30
  The Advisors Group, Inc.
  S.D., CA

Other Businesses

1) 02/27/2023 - Red Grass Partners, INC - Business Entity For Tax/Investment Purposes Only - San Diego California 92127 - Non investment related - Start date: 01/01/2015 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 02/27/2023 - Seapoint Wealth Advisors LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:02/27/2023 - 120 Hrs/Mth - 8 Hrs During Trading. 3) 09/15/2025 - Pro Tax Direct - Investment Related - Tax Prep/Accounting/CPA - Financial Planning location - Start Date:09/15/2025 - 20 Hrs/Mth - 10 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  1999-10-08

Designations

• Certified Financial Planner

Other Names

• Susan Ahn Macy
• Susan Ahn
• Susan Michelle Macy
• Susan Michelle Macy