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Jeffrey Lance Sutton

FUNDAMENTAL GLOBAL GP, LLC·MOORESVILLE, North Carolina
Series 7, Series 63Clean record17 years registeredFUNDAMENTAL GLOBAL GP, LLC
108 GATEWAY BLVD., MOORESVILLE, NC 28117CRD# 4244836Firm CRD# 316946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Lance Sutton · MOORESVILLE, NC
Registration
CRD #4244836 · FUNDAMENTAL GLOBAL GP, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: FUNDAMENTAL GLOBAL GP, LLC
CWA ASSET MANAGEMENT GROUP
Dec 2015 – Oct 2020
Charlotte, NC
VALUETREE INVESTMENTS, LLC
Jul 2009 – Sep 2023
CHARLOTTE, NC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · July 16, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Jeffrey Lance Sutton offer?
Jeffrey Lance Sutton is a registered financial advisor in MOORESVILLE, North Carolina.
What are Jeffrey Lance Sutton's credentials?
Jeffrey Lance Sutton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Lance Sutton located?
Jeffrey Lance Sutton is based in MOORESVILLE, North Carolina, last registered with FUNDAMENTAL GLOBAL GP, LLC.
How large is FUNDAMENTAL GLOBAL GP, LLC?
FUNDAMENTAL GLOBAL GP, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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MOORESVILLE, NC

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Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
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