Jeanne Suttie
Jeanne Suttie is a registered investment advisor at LPL Financial LLC, based in Long Beach, CA, with 27 years of industry experience. Jeanne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
237 Angelo Walk, Long Beach, CA, 90803
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2020Customer Dispute
March 2002Other Business Activities
Jeanne is an advisor at Suttie Wealth Management Group, which is a DBA for her LPL business. This activity is investment-related and conducted at her reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Linda A. Walker, CFP
LPL Financial LLCBroker
LPL Financial LLC
Sunamerica Securities, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 states
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
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