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Susan H
Series 63, Series 65, Series 66
Santa Fe, NM
Charles Schwab
Susan Hall is a financial advisor at Charles Schwab with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior work includes roles at RBC Capital Markets, City National Bank, Merrill, Caliber Home Loans, and Banc of America Investment Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and an integrated, large-scale service platform.
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