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Susan Hedberg

39 Years of Experience
Ponte Vedra Beach, FL
Broker

Susan Hedberg is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 39 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

13000 Sawgrass Village Cir, Suite 27, Ponte Vedra Beach, FL, 32082

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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.
July 2005 - Present · 20 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2005 - Present · 20 yrs 10 mos
Previous Registrations
Citigroup Global Markets INC.Broker
December 1994 - July 2005 · 10 yrs 7 mos
Citigroup Global Markets INC.
December 1994 - July 2005 · 10 yrs 7 mos
Prudential Securities IncorporatedBroker
September 1990 - December 1994 · 4 yrs 3 mos
Florida National Investment Services, INC.Broker
October 1986 - April 1990 · 3 yrs 6 mos
Dean Witter Reynolds INC.Broker
March 1986 - July 1986 · 4 mos
State Registrations21 states
ALAZCACTFLGAILKYLAMAMINCNJNYOHPASCTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.