SQ
SQ

Susan Quinter

24 Years of Experience
Centerville, OH
Broker

Susan Quinter is a registered investment advisor at Raymond James & Associates, INC., based in Centerville, OH, with 24 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

7887 Washington Village Drive, Suite 100, Centerville, OH, 45459

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2012 - Present · 13 yrs 6 mos
Raymond James & Associates, INC.
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Morgan Keegan & Company, INC.
February 2011 - February 2013 · 2 yrs
Morgan Keegan & Company, INC.Broker
February 2011 - March 2013 · 2 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Citigroup Global Markets INC.
November 2000 - June 2009 · 8 yrs 7 mos
Citigroup Global Markets INC.Broker
August 2000 - June 2009 · 8 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.