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Erin Sutton

20 Years of Experience
Richmond, VA
Broker

Erin Sutton is a registered investment advisor at Raymond James & Associates, INC., based in Richmond, VA, with 20 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

5820 Patterson Ave., Suite 100, Richmond, VA, 23226

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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

Erin is the Vice President and a board member of the Junior League of Richmond, a women's charitable organization. She attends monthly meetings, dedicating about 10-20% of her time to this volunteer role.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - January 2023 · 1 yr 11 mos
Truist Investment Services, INC.Broker
February 2021 - January 2023 · 1 yr 11 mos
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
April 2006 - January 2013 · 6 yrs 9 mos
Scott & Stringfellow, LLCBroker
December 2005 - January 2013 · 7 yrs 1 mo
State Registrations23 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.