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Suzanne A. Lepage

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CRD#: 1349130
SL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Suzanne Abigail Lepage, who also goes by Suzanne Abigail Lapage, was a registered financial professional .

Suzanne is a previously registered financial professional and started their career in finance in 1985. Suzanne had worked at 13 firms and has passed the Series 63, Series 22 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Suzanne Abigail Lapage

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 16, 2002 - August 25, 2003

GREAT WEST PARTNERS, INC.

BD
CRD#: 43935
ADDISON, TX
Past

July 10, 2001 - August 9, 2001

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

March 16, 1998 - January 10, 2000

GREAT WEST PARTNERS, INC.

BD
CRD#: 43935
ADDISON, TX
Past

July 29, 1997 - December 31, 1998

LONE STAR SECURITIES, INC.

BD
CRD#: 20452
ADDISON, TX
Past

August 1, 1996 - July 17, 1997

FIRST TITAN FINANCIAL CORP.

BD
CRD#: 39657
ARLINGTON, TX
Past

February 7, 1996 - May 7, 1996

LONE STAR SECURITIES, INC.

BD
CRD#: 20452
ADDISON, TX
Past

September 26, 1995 - October 18, 1995

ATLANTIC PACIFIC FINANCIAL, INC.

BD
CRD#: 37067
Past

March 1, 1995 - May 4, 1995

CAMBRIDGE FINANCIAL CORPORATION

BD
CRD#: 28258
DALLAS, TX
Past

February 2, 1994 - June 7, 1994

RIDGEMONT SECURITIES, INC.

BD
CRD#: 15253
BOWLING GREEN, KY
Past

March 8, 1993 - July 28, 1993

PUBLIC FIDELITY CORPORATION

BD
CRD#: 30893
COSTA MESA, CA
Past

July 8, 1992 - November 6, 1992

BENCHMARK EQUITY CORPORATION

BD
CRD#: 23080
Past

November 20, 1986 - May 14, 1992

TEXAKOMA FINANCIAL, INC.

BD
CRD#: 16910
PLANO, TX
Past

January 7, 1986 - January 6, 1987

BIG BEAR SECURITIES INCORPORATED

BD
CRD#: 15908
Past

July 11, 1985 - November 12, 1985

CORNWALL SECURITIES, INC.

BD
CRD#: 8334
Past

March 15, 1985 - June 27, 1985

SIGMUNDR SECURITIES CORP.

BD
CRD#: 15089

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/6/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GW
GREAT WEST PARTNERS, INC.
GREAT WEST PARTNERS, INC.

CRD#: 43935 / SEC#: , 8-50495

BD
Terminated by SEC on 07/18/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 08/21/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GULF STATES ROYALTY COMPANYOWNER
SIMMONS, BRAD LEEPRESIDENT, FINANCIAL OPERATIONS OFFICER3129381

Disclosures


Regulatory Event1

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


GREAT WEST PARTNERS, INC.

CRD#: 43935

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