Jeanne Suttie
Jeanne Suttie is a registered investment advisor at LPL Financial LLC, based in Long Beach, CA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
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.