Dustin Suttle
CRD Number: 4607086Current Firm: Origin Investment Advisory LLC
Compensation Model: Fee Only
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Suttle Crossland Wealth Advisors, LLC | Scottsdale, AZ | Nov 2021 - Current | 2 |
Teluvo LLC | Cave Creek, AZ | Nov 2011 - Current | 12 |
The Vanguard Group, Inc. | Scottsdale, AZ | Mar 2017 - Feb 2022 | 4 |
Hsbc Bank Usa, N.a. | Washington, DC | Jul 2016 - Mar 2017 | < 1 |
Usaa Wealth Management | Bethesda, MD | Mar 2008 - Jul 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
- AZ
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts133ACCOUNTS
-
Average Account Value$4,124
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NJ, NM, NY, OH, PA, RI, SC, TX, WA
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