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Susan Dampier
21 Years of Experience
Ponte Vedre, FL
1 DisclosureBroker
Susan Dampier is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedre, FL, with 21 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
Ponte Vedre, FL
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
January 2013Other Business Activities
Susan is the owner/proprietor of Inspired Life and Health LLC, focusing on health and wellness education and referral marketing since 2016. This takes about a quarter to half of Susan's time.
Employment History
Current Registrations
Raymond James & Associates, INC.
December 2020 - Present · 5 yrs 5 mos
Raymond James & Associates, INC.
December 2020 - Present · 5 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLC
July 2020 - December 2020 · 5 mos
Bb&t Securities, LLCBroker
July 2020 - December 2020 · 5 mos
Bb&t Securities, LLC
June 2015 - August 2018 · 3 yrs 2 mos
Bb&t Securities, LLCBroker
June 2015 - August 2018 · 3 yrs 2 mos
Wells Fargo Advisors, LLC
November 2014 - June 2015 · 7 mos
Wells Fargo Advisors, LLCBroker
October 2009 - June 2015 · 5 yrs 8 mos
World Group Securities, INC.Broker
July 2008 - December 2008 · 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2002 - June 2006 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2000 - June 2006 · 6 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.