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Susan Fuhrman-Holin

Investment Adviser Representative at INDEPENDENT FINANCIAL PARTNERS

Fort Washington, PACRD #732924Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Pennsylvania
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/7/1981
Series 7
General Securities Representative Examination
Passed 6/20/1981
Series 24
General Securities Principal Examination
Passed 6/18/1985

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $30,000,0001.65%
Greater than or equal to $30,000,000 but less than $60,000,0001.25%
Greater than or equal to $60,000,000 but less than $90,000,0001.10%
Greater than $90,000,0001.00%
Source

Independent Financial Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INDEPENDENT FINANCIAL PARTNERSCurrent
5/16/2025Fort Washington, PA
FUHRMAN MANAGEMENT ASSOCIATES, INC.
10/24/20023/28/2025Ft. Washington, PA
WESTERN INTERNATIONAL SECURITIES
2/29/200810/20/2008Fort Washington, PA
OBERLIN FINANCIAL CORP.
3/26/20042/17/2005Ft. Washington, PA
NATHAN & LEWIS SECURITIES, INC.
7/1/19997/23/2003Ft. Washington, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Susan Fuhrman-Holin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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