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Robert Suter

46 Years of Experience
Folsom, CA
Broker

Robert Suter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Folsom, CA, with 46 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

116 Oak Rock Circle, Folsom, CA, 95630

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Robert is the treasurer for DB Sayers, a family-owned vacation property in Michigan, since 2013. He dedicates a few hours per week to this non-profit activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
July 2002 - January 2009 · 6 yrs 6 mos
Robert Thomas Securities, INCBroker
September 1985 - January 1999 · 13 yrs 4 mos
Dean Witter Reynolds INC.Broker
May 1979 - October 1985 · 6 yrs 5 mos
State Registrations25 states
AKAZCACOCTFLGAIDILMAMDMIMONCNDNVNYOHORPASCTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.