Susan Lorraine Curry

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

• 05/2026 → Present
  Lpl Financial Llc
  Acworth, GA
• 10/2014 → 05/2026
  Suntrust Investment Services, Inc
  Atlanta, GA
• 09/2016 → 05/2026
  Suntrust Advisory Services
  Atlanta, GA

Previous Registrations

• 2016-09-09 → 2026-05-28
  Truist Advisory Services, Inc.
  Atlanta, GA
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Hiram, GA
  Powder Springs, GA
  Roswell, GA
  Alpharetta, GA
• 2014-10-06 → 2016-12-31
  Truist Investment Services, Inc.
  Atlanta, GA
  Brentwood, TN
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Hiram, GA
  Powder Springs, GA
  Roswell, GA
  Alpharetta, GA
  Atlanta, GA
  Alpharetta, GA
  Acworth, GA
• 2009-09-01 → 2014-10-10
  Wells Fargo Clearing Services, Llc
  Marietta, GA
  Atlanta, GA
  Kennesaw, GA
  Atlanta, GA
  Dallas, GA
• 2004-04-01 → 2009-09-03
  Truist Investment Services, Inc.
  Columbus, GA
  Columbus, GA
  Lagrange, GA
  Columbus, GA
  Columbus, GA
  Columbus, GA
  Columbus, GA
  Columbus, GA
  Columbus, GA
  Columbus, GA
  Columbus, GA
  Columbus, GA
• 2002-10-11 → 2003-06-24
  Morgan Stanley Dw Inc.
  Wilmington, DE

Exams

• S66 Uniform Combined State Law Examination
  2002-10-10

Other Names

• Susan Lorraine Spencer
• Susan Lorraine Spencer