Suzanne
Burrell

Capital Square, LLC

CRD#5390879
Investment Advisor
in Chattanooga, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Suzanne Burrell is a certified financial planner who works out of Chattanooga, Tennessee, who has 6 years of industry experience. Burrell currently works for Capital Square, LLC. Throughout their career, Burrell has worked at Guardian Wealth Management, Inc, Bellwether Investment Group, LLC and Capital Square, LLC. Burrell holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Georgia and Tennessee. Capital Square, LLC is an advisory business operating out of Chattanooga, TN. The firm has offices in four locations and a total of 10 advisors. It oversees $301 million in assets among its 574 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 574 accounts, 16% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees typically depend on which services the firm provides the client. Fee types charged by Capital Square, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

633 Chestnut St Suite 1550
Chattanooga, TN 37450

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Capital Square, LLC Brokerage Details

Total Assets Under Management

$301,390,454

TN Average: $730,596,643
Total Number of Employees

10

TN Average: 15
Total Number of Accounts

574

TN Average: 968
Average Account Size

$525,070

TN Average: $754,749

Investment Advisory Services

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

Suzanne Burrell Work History

Suzanne has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Capital Square, LLC

2015 - 2017 (2 years)

Bellwether Investment Group, LLC

2012 - 2015 (3 years)

Guardian Wealth Management, Inc

*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 Suzanne Burrell 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 Capital Square, LLC

Lincoln Bowman
Chattanooga, TN
Suzanne Burrell
Chattanooga, TN
Stacy Eaton
Gainesville, GA
Scott Simpson
Chattanooga, TN
Mark Massey
Little Rock, AR
Kendell Adler
Waco, TX
Samuel Simpson
Waco, TX
Clinton Martin
Fairhope, AL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started