Carol Ransom Sutterfield
Advisor at Gradient Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Gradient Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Fort Smith, AR 72901
Credentials
Series 66
Industry experience
25 years
Carol Ransom Sutterfield is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Gradient Advisors since 2017 and concurrently maintains roles with Northern Star Financial Group, LLC, Northern Star Advisory Group, Inc., and Carol Y. Ransom, Inc. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis alongside client profile tools to tailor strategies, typically delivering ongoing portfolio services on a non-discretionary basis.
Based on Gradient Advisors, LLC
Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).
423 No 6th St
Fort Smith, AR 72901
Arkansas · Oklahoma
Gradient Advisors, LLC
2017 - Present (9 years)
Northern Star Financial Group, LLC
2015 - Present (11 years)
Northern Star Advisory Group, Inc.
2015 - Present (11 years)
Carol Y. Ransom, Inc.
2014 - Present (12 years)
Gradient Securities, LLC
2013 - 2016 (3 years)
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They offer tax and accounting services, typically for separate fees.
Lawyer
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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