Susan Elaine Cole

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 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

• 07/2012 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 07/2012 → 12/2020
  Crown Financial Ministries
  Gadsden, TN
• 01/2004 → Present
  Self Employed
  Alamo, TN
• 05/2021 → Present
  Cornerstone Financial Services
  Alamo, TN

Previous Registrations

• 2009-04-30 → 2012-07-26
  Cetera Wealth Services, Llc
  Gadsden, TN
  Mechanicsburg, PA
  Gadsden, TN
• 2004-04-06 → 2009-04-17
  Sunset Financial Services, Inc.
  Gadsden, TN

Other Businesses

1. ELAINE COLE (SELF EMPLOYED)- 114 Cypress Rd , Alamo, TN 38001; OWNER-RENTAL PROPERTIES (HOUSES; START DATE 2004; 5 HRS/MNTH; 0 HRS/MNTH DURING TRADING; NIR. 2. Cornerstone Financial Services; 114 Cypress Rd , Alamo, TN 38001; start date 5/5/2021; Owner/Agent; Insurance, Investments, debt management, and retirement planning; 200 hrs/mo; 200 hrs/mo during trading; IR

Exams

• S66 Uniform Combined State Law Examination
  1998-07-23
• S63 Uniform Securities Agent State Law Examination
  1995-12-26

Other Names

• S. Elaine Cole
• Elaine Cole