Ellen Satchell, financial advisor Gloucester VA
93 score

Ellen Satchell

CRD Number: 4442251
Current Firm: Raymond James Financial Services Advisors, Inc.

Ellen Satchell (CRD# 4442251) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gloucester, VA and has over 14 years of experience in the finance industry.

Similar Advisors
Sterling Brightman, financial advisor Gloucester VA
Sterling R. Brightman
CRD# 1780459
Axa Advisors, LLC
Score
101
Similar Advisors
Daniel Joss, financial advisor Gloucester VA
Daniel D. Joss
CRD# 4530542
Joss Financial Group
Score
101
Similar Advisors
Brian Machamer, financial advisor Gloucester VA
Brian S. Machamer
CRD# 2858411
Riverside Investment Partners, Inc.
Score
101
Company Name Location Dates Years
Raym,ond James Financial Services, Inc. Gloucester, VA Sep 2013 - Current 3
Raymond James Financial Services Advisors Inc. Gloucester, VA Sep 2013 - Current 3
Mainsail Wealth Advisors Gloucester, VA Sep 2013 - Current 3
Wells Fargo Advisors LLC Gloucester, VA May 2009 - Sep 2013 4
Wachovia Securities, LLC Gloucester, VA Jan 2008 - May 2009 1
A.g. Edwards Gloucester, VA Apr 1999 - Jan 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Ellen S. Satchell
Phone Number: 727-567-5877
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Ellen Satchell and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.