Anthony Sutton (CRD# 6742717) is an Investment Advisor Representative working at Prudential Financial Planning Services in Winchester, VA and has over 5 years of experience in the finance industry. Anthony Sutton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5431528
Equitable Advisors, LLC
CRD# 2211
Akre Capital Management, LLC
CRD# 6708043
The Hoerner Planning Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Vienna, VA | Aug 2023 - Current | < 1 |
| The Prudential Insurance Company Of America | Vienna, VA | Aug 2023 - Current | < 1 |
| Water Street Financial LLC | Winchester, VA | Oct 2021 - Aug 2023 | 1 |
| Lpl Financial, LLC | Winchester, VA | Oct 2020 - Aug 2023 | 2 |
| Wealthcare Advisory Partners, LLC | Winchester, VA | Oct 2020 - Oct 2021 | 1 |
| Sterling Financial Partners, Inc. | Ashburn, VA | Jun 2018 - Oct 2020 | 2 |
| Shenandoah F.c. Elite Soccer Club | Winchester, VA | Jan 2018 - Jun 2018 | < 1 |
| Kraft & Associates Wealth Management, Inc. | Front Royal, VA | Jan 2017 - Jan 2018 | 1 |
| Shenandoah University | Winchester, VA | Apr 2011 - Jan 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- TX
- VA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, VT, WA, WI, WV, WY
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