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LJ

Linda S. Jackson

SUEING INVESTMENTS
FLOWER MOUND, TX
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CRD#: 1299901
LJ

Professional summary


Linda Sueing Jackson, who also goes by Linda K Jackson, Linda Kay Jackson, Linda Kay Sueing, Linda Kay Sueing-jackson, is a registered financial advisor currently at SUEING INVESTMENTS, LLC located in Flower Mound, Texas.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Linda has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Linda K Jackson | Linda Kay Jackson | Linda Kay Sueing | Linda Kay Sueing-Jackson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)TRADITIONAL INSURANCE SALES. 10% OF TIME SPENT CONDUCTING BUSINESS W/ $10,000 COMPENSATION.2)DBA-SUEING INVESTMENTS,LLC., 100% OWNERSHIP, 100% OF TIME SPENT ON ACTIVITY.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Linda Sueing Jackson's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 28, 2006 - Present

SUEING INVESTMENTS, LLC

Office #2: 2626 Avenue Suite 300, Dallas, TX 75204
RIA
CRD#: 139154
FLOWER MOUND, TX
Past

May 25, 2005 - December 31, 2005

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
DALLAS, TX
Past

May 6, 2005 - December 31, 2005

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
DALLAS, TX
Past

November 19, 2002 - May 6, 2005

WADDELL & REED

RIA
CRD#: 866
DALLAS, TX
Past

October 4, 2002 - May 6, 2005

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

July 15, 2002 - August 28, 2002

SIMMERS CAPITAL MANAGEMENT CORPORATION

BD
CRD#: 29960
PHOENIX, AZ
Past

September 14, 1984 - June 8, 1993

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(2/28/2006)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/18/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


SI
SUEING INVESTMENTS, LLC
AGENT/ THE HARTFORD | SUEING INVESTMENTS, LLC | SUEING INVESTMENTS LLC

CRD#: 139154 / SEC#:

Texas
Registered Investment Advisory firm - (2/28/2006 Approved)
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Contact information


Main Address
2626 Cole Avenue Suite 300, Dallas, TX 75204
Mailing Address
2626 Cole Avenue Suite 300, Dallas, TX 75204
Phone number
(214) 800-2340
Established
Firm type
Fiscal year end
# of Employees
0

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts20
AUM (Assets Under Management)$ 12,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SUEING INVESTMENTS, LLC

CRD#: 139154Flower Mound, TX

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