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Susan Hall

CERTIFIED FINANCIAL PLANNER™ at Raymond James Financial Services

Intro Book

Certified Financial Planner delivering comprehensive financial solutions.

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Location

Glenview, Illinois, United States, US

Skills

Estate Planning
Financial Advisory
Retirement Planning
Financial Planning
Annuities
Portfolio Management
Iras
Investments
Finance
401k
Investment Advisory
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Susan Hall has 25 years of experience in financial planning, which is a significant amount. She is a CFP, which is a prestigious certification. Her experience in estate planning, financial advisory, and portfolio management are also in demand. Location is Glenview, IL, which is a suburban area near Chicago. Financial planners with her level of experience and certification typically charge higher rates. Maybe around $150–$250 per hour? But considering her experience and certification, maybe lower. Some financial planners with similar experience and certification average $100–$200 per hour. So I’ll estimate around $125.

Bio

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Topline AI

Susan Hall is a seasoned financial expert with 25 years of experience in estate planning, financial advisory, retirement planning, and portfolio management. She is a Certified Financial Planner (CFP) and holds degrees in Business and Education. Hall has worked at Raymond James Financial Services and Equitable/AXA, and currently resides in Glenview, Illinois.

Credentials

Chartered Financial Consultant (ChFC)

American College
Chartered Life Underwriter (CLU)

American College

Experience

Raymond James Financial Services
- Glenview, IL.
- CERTIFIED FINANCIAL PLANNER™
  - Feb 1999 - Present
  - Glenview, IL.
  Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER...
Equitable/AXA
- CERTIFIED FINANCIAL PLANNER™
  - Jan 1985 - Feb 1999
Chicago Public Schools
- Teacher/School Administrator
  - Sep 1971 - Mar 1976

Education

1979 - 1984

DePaul University - Charles H. Kellstadt Graduate School of Business

1979 - 1984
1971 - 1972

Northwestern University

1971 - 1972

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Susan Hall

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100 Credits For FREE

$125.0

Hourly Rate