BS
CFP
BS
CFP

Betty Schutte-Box

25 Years of Experience
Richmond, VA
Broker

Betty Schutte-Box is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Richmond, VA, with 25 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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Other Business Activities

Betty is the owner and manager of rental real estate through Shake Rag LLC, which owns a duplex. She spends a few hours per week on this business.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2018 - Present · 7 yrs 9 mos
Raymond James & Associates, INC.Broker
October 2018 - Present · 7 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2013 - October 2018 · 5 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2013 - October 2018 · 5 yrs 7 mos
Edward Jones
October 2006 - March 2013 · 6 yrs 5 mos
Edward JonesBroker
May 2000 - March 2013 · 12 yrs 10 mos
State Registrations27 states
ALCACODCDEFLGAILINKSLAMDMEMNMTNCNHNJNYORSCTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Betty Schutte-Box - Financial Advisor | TrueAdvisor