BS
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Brick Sturgeon

35 Years of Experience
Nashville, TN
1 DisclosureBroker

Brick Sturgeon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

7651 Highway 70 South, Nashville, TN, 37221

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History

Regulatory History (1)
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Customer Dispute
July 2022
Denied
Other Business Activities

Brick is an associate/employee and financial advisor at Pinnacle Asset Management since 2002, dedicating about half their time. Brick also works as a bank brokerage/financial advisor at Pinnacle Bank and is an owner at Sturgeon-Ellett Wealth Management.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 8 mos
Raymond James Financial Services, INC.Broker
December 2002 - Present · 23 yrs 9 mos
Previous Registrations
Raymond James Financial Services
March 2004 - January 2009 · 4 yrs 10 mos
Lm Financial Partners, INC.Broker
October 1994 - December 2002 · 8 yrs 2 mos
American Express Financial Advisors INC.Broker
October 1990 - October 1994 · 4 yrs
Ids Life Insurance CompanyBroker
October 1990 - October 1994 · 4 yrs
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.