AdvisorOS Directory
Claim Profile
SW

Susan Lawson Woodard

EQIS CAPITAL MANAGEMENT INC.·SAN RAFAEL, California
Unclaimed Profile
1000 4TH ST., STE 650, SAN RAFAEL, CA 94901CRD# 4225106Firm CRD# 126052
01

About

Susan Lawson Woodard is a registered financial advisor based in SAN RAFAEL, California, affiliated with EQIS CAPITAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
FREEDOM INVESTMENT MANAGEMENT, INC.
FREEDOM INVESTMENT MANAGEMENT, INC.
AUM
$2.0B
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at FREEDOM INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Other: MINIMUM MONTHLY ACCOUNT FEE
Regulatory
SEC/IARD CRD# 4225106
Firm CRD# 126052
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN RAFAEL?

Browse all registered financial advisors in SAN RAFAEL, California or claim this profile if it's yours.

Browse SAN RAFAEL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Susan Lawson Woodard offer?
Susan Lawson Woodard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.
What are Susan Lawson Woodard's credentials?
Susan Lawson Woodard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Lawson Woodard located?
Susan Lawson Woodard is based in SAN RAFAEL, California, working with EQIS CAPITAL MANAGEMENT INC.. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Susan Lawson Woodard charge for services?
Susan Lawson Woodard's firm is compensated through percentage of aum, other: minimum monthly account fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQIS CAPITAL MANAGEMENT INC.?
EQIS CAPITAL MANAGEMENT INC. has approximately 43 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN RAFAEL
Christopher Donald Charles — WULFF, HANSEN & CO.Benjamin (nmn) Stewart — STEWART WEALTH MANAGEMENT, INC.Kim B Tu — WULFF, HANSEN & CO.Brenda Sue Friedlander — FRIEDLANDER, BRENDA SJennifer Lefcourt — FREESTYLE CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile