Susan A. Rushworth
Professional summary
Susan Anna Rushworth, who also goes by Susan Churchill, Susan Wilson, is a registered financial advisor currently at FAMILY WEALTH ADVISORY GROUP, LLC located in Cincinnati, Ohio.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Susan has worked at 6 firms and has passed the Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Susan Anna Rushworth's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 12, 2004 - Present
FAMILY WEALTH ADVISORY GROUP, LLC
Office #1: 7359 East Kemper Road Suite A, Cincinnati, OH 45249September 18, 2003 - June 21, 2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
September 18, 2003 - June 21, 2004
OSAIC FA, INC.
June 6, 2000 - September 25, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
June 6, 2000 - September 25, 2002
OSAIC FA, INC.
May 13, 1998 - May 25, 2000
IDS LIFE INSURANCE COMPANY
May 13, 1998 - May 25, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
December 24, 1997 - April 7, 1998
AMERICAN GENERAL EQUITY SERVICES CORPORATION
Primary Firm SEC Registration
FAMILY WEALTH ADVISORY GROUP, LLC
CRD#: 130595 / SEC#: 801-62921
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/12/2004)
Exams
Current Firm
FAMILY WEALTH ADVISORY GROUP, LLC
CRD#: 130595 / SEC#: 801-62921
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 829 |
| AUM (Assets Under Management) | $ 334,678,298 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/25/2025 | ||
| 01/22/2025 | ||
| 07/17/2023 | ||
| 10/06/2022 |
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
FAMILY WEALTH ADVISORY GROUP, LLC
CRD#: 130595Cincinnati, OH 45249TRUST BUT VERIFY
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