Dustin
Suttle

Origin Investment Advisory LLC

CRD#4607086
Investment Advisor
in Cave Creek, AZ

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About this Advisor

Dustin Suttle is a financial advisor based in Cave Creek, Arizona, working with Origin Investment Advisory LLC. Dustin has previously held positions at Usaa Wealth Management, The Vanguard Group, Inc, Suttle Crossland Wealth Advisors, LLC, Teluvo LLC, and Hsbc Bank Usa, N.A. Dustin has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Dustin is part of Origin Investment Advisory LLC, which operates out of Cave Creek, Arizona. The firm has 164 employees and manages assets totaling $548.4 thousand. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Origin Investment Advisory LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Cave Creek, AZ

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Origin Investment Advisory LLC Brokerage Details

Total Assets Under Management

$548,444

AZ Average: $16,012,751,954
Total Number of Employees

164

AZ Average: 118
Total Number of Accounts

133

AZ Average: 4,567
Average Account Size

$4,124

AZ Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Dustin Suttle Work History

2021 - Present (3 years)

Suttle Crossland Wealth Advisors, LLC

2011 - Present (13 years)

Teluvo LLC

2017 - 2022 (5 years)

The Vanguard Group, Inc

2016 - 2017 (1 year)

Hsbc Bank Usa, N.A

2008 - 2016 (8 years)

Usaa Wealth Management

Disclosures

Please visit the SEC profile of Dustin Suttle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Origin Investment Advisory LLC

Michael Babcock
Burleson, TX
Grant Maddox
Charleston, SC
Paul Carriere
Boston, MA
Han Xue
Boston, MA
Ginger Ames
Boston, MA
Susan Gardiner
Saunderstown, RI
Matthew Shapiro
Culver City, CA
John Piershale
Crystal Lake, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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