Margaret Sutton, financial advisor Lexington KY
89 score

Margaret Sutton

CRD Number: 6238000
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC

Margaret Sutton (CRD# 6238000) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Lexington, KY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
J.j.b. Hilliard, W.l. Lyons, LLC Lexington, KY Aug 2013 - Current 3
Ohio Wesleyan University Deleware, OH Aug 2010 - Aug 2013 3
Allegheny College Meadville, PA Aug 2006 - May 2010 3
Sayre School Lexington, KY Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Margaret E. Sutton
Phone Number: 502-588-8400
Firm Website: http://www.hilliard.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    6,179
    MILLIONS
  • Total Number of Accounts
    21,382
    ACCOUNTS
  • Average Account Value
    $288,982
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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