Susan Rebecca Shoe

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2001 → 09/2018
  Unemployed
  Charlotte, NC
• 09/2018 → Present
  Raymond James Financial Services, Inc
  Charlotte, NC
• 08/2010 → Present
  Classical Conversations
  Weddington, NC

Other Businesses

(1)Name of Business: Shoe Private Wealth Advisors Address: 5960 Fairview Road, Charlotte, NC, 28210, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 08/29/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Management and Consulting.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-15

Other Names

• Susan Phillips