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Carol Ransom Sutterfield

Advisor at Gradient Advisors, LLC

Updated today

Location

Fort Smith, AR 72901

Credentials

Series 66

Industry experience

25 years

About

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.

Client services

Based on Gradient Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Gradient Advisors, LLC

Retirement income strategy General tax planning

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Fee options

Other

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).

Location

423 No 6th St

Fort Smith, AR 72901

Most active in

Arkansas · Oklahoma

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Fort Smith, AR

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