Susan M. Tillery

PARAKLETE FINANCIAL

Kennesaw, GA

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CRD#: 2619678

Professional summary

Susan Marie Tillery, who also goes by Susan Marie Schayer, Susan Schayer, Susan Marie Scoggins, is a registered financial advisor currently at PARAKLETE FINANCIAL, INC. located in Kennesaw, Georgia.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Susan has worked at 4 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Susan Marie Schayer | Susan Schayer | Susan Marie Scoggins

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.) NAME OF OBA: FINANCIAL PLANNING ADVOCATE, LLC; ADDRESS OF OBA: KENNESAW, GA 30152; NATURE: EDUCATIONAL SERVICES AND CONSULTING FIRM; INVESTMENT RELATED: NO; TITLE WITH OBA: PRESIDENT; DUTIES: WRITE TEXTBOOKS, SPEAK PUBLICLY, AND PROVIDE CONTINUING EDUCATION TO ACCOUNTANTS, ATTORNEYS, AND FINANCIAL ADVISERS; START DATE: 01/07/2009; APPROX. NUMBER OF HOURS/MONTH: 40; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 20; (2.) NAME OF OBA: GEORGIA SOCIETY OF CPA'S; ADDRESS OF OBA: ALPHARETTA, GA 30004; NATURE: PROFESSIONAL ORGANIZATION FOR CPAS; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: BOARD MEMBER; START DATE: 01/01/2025; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 4

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Marie Tillery'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

March 19, 2007 - Present

PARAKLETE FINANCIAL, INC.

RIA

CRD#: 142323

Kennesaw, GA

Past

March 23, 2004 - March 8, 2007

BMO FAMILY OFFICE, LLC

RIA

CRD#: 110264

ATLANTA, GA

Past

February 24, 2003 - November 6, 2003

RONALD BLUE & CO., LLC

RIA

CRD#: 104605

ATLANTA, GA

Past

June 14, 1995 - November 4, 1999

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

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

Arizona
(1/17/2024)

IAR

California
(9/25/2023)

IAR

Georgia
(3/19/2007)

IAR

North Carolina
(4/6/2010)

IAR

Texas
(11/8/2024)

IAR

Virginia
(8/22/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/9/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/13/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/9/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

PARAKLETE FINANCIAL, INC.

NETMORE PLANNING, LLC | PARAKLETE FINANCIAL, INC.

CRD#: 142323 / SEC#:

Alaska

Registered Investment Advisory firm - (12/9/2024 Approved)

Arizona

Registered Investment Advisory firm - (1/17/2024 Approved)

Arkansas

Registered Investment Advisory firm - (7/8/2024 Approved)

California

Registered Investment Advisory firm - (9/25/2023 Approved)

Colorado

Registered Investment Advisory firm - (10/13/2023 Approved)

Florida

Registered Investment Advisory firm - (3/10/2022 Approved)

Georgia

Registered Investment Advisory firm - (2/13/2007 Approved)

Louisiana

Registered Investment Advisory firm - (10/15/2024 Approved)

North Carolina

Registered Investment Advisory firm - (4/5/2010 Approved)

South Carolina

Registered Investment Advisory firm - (12/22/2017 Terminated)

Tennessee

Registered Investment Advisory firm - (8/18/2023 Approved)

Texas

Registered Investment Advisory firm - (1/31/2018 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (8/22/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Kennesaw, GA

Mailing Address

Phone number

(678) 290-3930

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Susan M. Tillery

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Marie Tillery's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARAKLETE FINANCIAL, INC.

BMO FAMILY OFFICE, LLC

RONALD BLUE & CO., LLC

WMA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/2001

Series 63

Date: 6/13/1995

Series 6

Date: 6/13/1995

Series 26

Date: 5/9/1997

Current Firm

PARAKLETE FINANCIAL, INC.

Contact information

Documents

Red Flags

Company Information

PARAKLETE FINANCIAL, INC.

TRUST BUT VERIFY

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