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Susan Hill

31 Years of Experience
The Woodlands, TX
1 DisclosureBroker

Susan Hill is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in The Woodlands, TX, with 31 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

25511 Budde Road, Suite 2301, The Woodlands, TX, 77380

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History

Regulatory History (1)
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Customer Dispute
May 2006
Denied
Other Business Activities

Susan is the owner and president of Aventura Family Office and Aventura Partners, LLC, and also acts as trustee for her deceased husband's Bypass Trust. Additionally, Susan is an officer of Pelican Hill Properties, LLC, managing rental real estate.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2010 - Present · 16 yrs 3 mos
Raymond James Financial Services, INC.
February 2010 - Present · 16 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
January 2005 - February 2010 · 5 yrs 1 mo
Deutsche Bank Securities INC.
January 2005 - February 2010 · 5 yrs 1 mo
Morgan Stanley
November 1995 - January 2005 · 9 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 1995 - January 2005 · 9 yrs 2 mos
Dean Witter Reynolds INC.Broker
November 1993 - July 1995 · 1 yr 8 mos
State Registrations29 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.