Advisor at Sutton Financial Group
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Firm
Sutton Financial Group
Location
Birmingham, AL 35216
Credentials
Series 66
Industry experience
14 years
Scott Sutton is a financial advisor with Sutton Financial Group in Birmingham, AL, holding a Series 66 designation and 14 years of industry experience. He has worked at Proequities Inc and has been affiliated with Business Planning Inc since 2010, where he serves as an employee involved in employee benefit consulting and third-party administration. Sutton also maintains a non-practicing CPA license. Sutton Financial Group provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, and retirement plans. The firm manages approximately $65 million in assets across about 158 client relationships, employing a generally long-term investment approach using low-cost, diversified mutual funds and ETFs, with ongoing portfolio monitoring and formal reviews.
Based on Sutton Financial Group
Based on Sutton Financial Group
Up to 1.00% annually
2075 Columbiana Road, Suite 1
Birmingham, AL 35216
Alabama · Florida · Georgia · Mississippi · Tennessee · Texas
Scott E. Sutton DBA Sutton Financial Group
2020 - Present (6 years)
Proequities Inc
2011 - 2019 (8 years)
Business Planning Inc
2010 - Present (16 years)
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Real estate agent
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Other specialized services
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