Advisor at Guaranty Private Wealth
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.
Firm
Guaranty Private Wealth
Location
Ridgeland, MS 39157
Credentials
CFP®, Series 63, Series 65
Industry experience
15 years
Robert Sutton is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Guaranty Private Wealth. His prior roles include positions at LPL Financial LLC, Renasant Bank, Raymond James Financial Services, and Pinnacle Bank. Outside of his advisory work, Sutton volunteers as a volleyball coach, chairs the board of directors for A Way Out Ministries, and serves on the finance committee at Westminster Academy. Guaranty Private Wealth is a state-registered investment adviser serving individuals, families, and institutional clients. The firm manages discretionary and non-discretionary portfolios using a top-down, goal-based investment approach that incorporates tactical opportunities, alternative income instruments, and typically operates under discretionary authority.
Based on Guaranty Private Wealth
Based on Guaranty Private Wealth
$0.00 - $1,000,000.00: 1.00% $1,000,000.01 - $2,500,000.00: 0.80% $2,500,000.01 - $5,000,000.00: 0.60% $5,000,000.01 - $7,500,000.00: 0.50% $7,500,000.01+: 0.40%
405 W Parkway Pl
Ridgeland, MS 39157
Arkansas · Louisiana · Mississippi · Tennessee
Guaranty Private Wealth
2022 - Present (4 years)
Guaranty Private Wealth
2022 - Present (4 years)
LPL Financial
2019 - 2022 (3 years)
Renasant Bank
2018 - 2022 (4 years)
Raymond James Financial Services Advisors INC.
2016 - 2018 (2 years)
Raymond James Financial Services, inc.
2016 - 2018 (2 years)
RBS Consulting Services
2015 - Present (11 years)
Pinnacle Bank
2015 - 2018 (3 years)
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Broker-dealer / trader
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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