Dustin
Suttle

Origin Financial

CRD#4607086
Investment Advisor
in Cave Creek, AZ

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About this Advisor

Dustin Suttle is a certified financial planner operating in Cave Creek, Arizona with 1 year of relevant experience. Suttle is an employee of Origin Financial. During their career, Suttle has held roles at Usaa Wealth Management, The Vanguard Group, Inc, Suttle Crossland Wealth Advisors, LLC, Teluvo LLC and Hsbc Bank Usa, N.A. Suttle maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona. Origin Financial is a company operating out of Boston, MA. It manages $478 thousand in assets under management among its 23 customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. The advisory firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees depend on which services the firm provides the client. Fees billed by Origin Financial can be comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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 Financial Brokerage Details

Total Assets Under Management

$478,000

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

219

AZ Average: 118
Total Number of Accounts

23

AZ Average: 4,567
Average Account Size

$20,783

AZ Average: $3,506,186

Investment Advisory Services

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

Dustin Suttle Work History

Dustin has been registered as a financial advisor for 1 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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 Financial

Susan Gardiner
Saunderstown, RI
David Blaylock
Fort Worth, TX
Matthew Shapiro
Culver City, CA
David Barta
Grovetown, GA
Michelle Petrowski
Boston, MA
Dace Dekruif
Boston, MA
Michael Hakimi
Boston, MA
Derek Cheshire
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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