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Elizabeth Scupin

Raymond James Financial Services Advisors, INC
19 Years of Experience
Durham, NC
Broker
View SEC Summary
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Elizabeth Scupin is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Durham, NC, with 19 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3616 Shannon Rd, Suite 101, Durham, NC, 27707

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Elizabeth is part of Four Corners Advisor Group but has no responsibilities and dedicates minimal time to it. She is also an officer and CEO of Scupin Wealth Management, where she spends about half her time on financial planning and investment management.

Employment History
Current Registrations
Raymond James Financial Services, INC.
June 2022 - Present · 4 yrs 4 mos
Raymond James Financial Services Advisors, INC
June 2022 - Present · 4 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Edward Jones
February 2008 - June 2022 · 14 yrs 4 mos
Edward JonesBroker
July 2007 - June 2022 · 14 yrs 11 mos
State Registrations13 states
AZCADCFLGAILMANCNYSCTNVAWA
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.
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