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Susan Niceta Janson

LIVE OAK PRIVATE WEALTH, LLC·WILMINGTON, North Carolina
Unclaimed Profile
1741 TIBURON DRIVE, WILMINGTON, NC 28403CRD# 1503430Firm CRD# 297904
01

About

Susan Niceta Janson is a registered financial advisor based in WILMINGTON, North Carolina, affiliated with LIVE OAK PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LIVE OAK PRIVATE WEALTH, LLC
LIVE OAK PRIVATE WEALTH, LLC
AUM
$952M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at LIVE OAK PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1503430
Firm CRD# 297904
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Niceta Janson offer?
Susan Niceta Janson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, North Carolina for a consultation.
What are Susan Niceta Janson's credentials?
Susan Niceta Janson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Niceta Janson located?
Susan Niceta Janson is based in WILMINGTON, North Carolina, working with LIVE OAK PRIVATE WEALTH, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Susan Niceta Janson charge for services?
Susan Niceta Janson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIVE OAK PRIVATE WEALTH, LLC?
LIVE OAK PRIVATE WEALTH, LLC has approximately 11 employees and manages $952M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WILMINGTON
Terry Webb Sapp — LIVE OAK PRIVATE WEALTH, LLCPaul Stephen King — SEAGATE ADVISER SERVICES LLCSteven Brett Caines — CANAPI ADVISORS, LLCPaul Daniel Knott — OLD NORTH STATE WEALTH MANAGEMENT, LLCMark Arthur Elste — 504 FUND ADVISORS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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