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Susan Crunk

32 Years of Experience
Knoxville, TN
Broker

Susan Crunk is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Knoxville, TN, with 32 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

Knoxville, TN

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Susan is a board member for First Baptist Church Hendersonville Trustees and a Finance/Investment Committee Member for Hendersonville First Baptist Church, dedicating minimal time to each. She is also an owner and financial advisor at Williams Hunter Wealth Group.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2017 - Present · 8 yrs 7 mos
Raymond James Financial Services, INC.
October 2017 - Present · 8 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2004 - October 2017 · 13 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - October 2017 · 14 yrs 3 mos
Prudential Securities IncorporatedBroker
April 1993 - July 2003 · 10 yrs 3 mos
State Registrations22 states
ALAZCACODCDEFLGAILINKYMDMOMSNCNYOHSCTNTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Susan Crunk - Financial Advisor | TrueAdvisor