Susan Estes
Susan Estes is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fairfax, VA, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4114 Legata Road, Fl 5, Fairfax, VA, 22033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan works as an associate/employee at Estes Wealth Strategies, providing marketing/communications support and business strategy. This takes about half of Susan's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations1 state
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