Suzanne Latour
Suzanne Latour is a registered investment advisor at Raymond James & Associates, INC., based in San Diego, CA, with 34 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
13500 Evening Creek Dr N, Suite 100, San Diego, CA, 92128
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2017Other Business Activities
Suzanne is the president and sole owner of GolfTEC San Diego (Bernal LaTour INC) since 2017. She acts as CEO and handles payroll and back-office support, dedicating a few hours per week to this business.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Chatfield Dean & CO., INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Bond Sales CorporationBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.