Stuart Sutphin (CRD# 6547273) is an Investment Advisor Representative working at Open Doors Fp in Chatham, VA and has over 7 years of experience in the finance industry. Stuart Sutphin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2695770
Edward Jones
CRD# 5019108
Davenport & Company LLC
CRD# 1379943
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Open Doors Financial Planning, LLC | Reston, VA | Apr 2021 - Current | 3 |
| Clearlogic Financial, Inc. | Reston, VA | Aug 2020 - Oct 2022 | 2 |
| Heritage Financial LLC | Gainesville, VA | Oct 2016 - Jul 2020 | 3 |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Oct 2016 - Dec 2017 | 1 |
| Spire Investment Partners, Inc. | Mclean, VA | Aug 2015 - Oct 2016 | 1 |
| Virginia Polytechnic Institute | Blacksburg, VA | Aug 2013 - Jul 2015 | 1 |
| West Financial Services | Mclean, VA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- VA
-
Total Assets Under Management1MILLIONS
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Total Number of Accounts8ACCOUNTS
-
Average Account Value$76,375
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
VA
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