Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sutton? Claim Your ProfileSutton Mahon is a financial advisor with Raymond James Financial Services Advisors, Inc. working out of their Fredericksburg, VA office. Sutton has been in the industry since 2022. Sutton is registered as an Investment Advisor Representative (IAR) and a Registered Representative (RR) in the state of Virginia. Sutton is also a member of Atlantic Union Bank. Sutton holds Series 63, 65, 7, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
10/07/2022 - Present
Raymond James Financial Services Advisors, Inc. (Fredericksburg VA)
BC
Issued 11/22/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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