Glenda Suchy
Glenda Suchy is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Tulsa, OK, with 36 years of industry experience. Glenda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
2431 E. 61st Street, Suite 260, Tulsa, OK, 74136
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Glenda owns and manages multiple rental real estate properties, including a beach rental. She also serves as a trustee for a trust that owns 9HSH2, LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Bosc INC.
Bosc, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations32 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.
Exams
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