SC
SC

Susan Craigie

42 Years of Experience
Richmond, VA
Broker

Susan Craigie is a registered investment advisor at Raymond James & Associates, INC., based in Richmond, VA, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5820 Patterson Ave., Suite 100, Richmond, VA, 23226

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 7 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 7 mos
Previous Registrations
Morgan Keegan & Company, INC.
August 2001 - February 2013 · 11 yrs 6 mos
Morgan Keegan & Company, INC.Broker
August 2001 - February 2013 · 11 yrs 6 mos
Salomon Smith Barney INC.Broker
May 2000 - August 2001 · 1 yr 3 mos
First Union Securities, INC.Broker
October 1999 - June 2000 · 8 mos
First Union Capital Markets CORP.Broker
October 1990 - October 1999 · 9 yrs
Scott & Stringfellow Investment CorporationBroker
March 1989 - November 1990 · 1 yr 8 mos
Wheat, First Securities, INC.Broker
October 1983 - March 1989 · 5 yrs 5 mos
State Registrations22 states
AKCACOCTDCFLGALAMAMDMEMNNCNHNJOHPASCTXVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.