TI
TI
Thomas Isaacs
40 Years of Experience
Ponte Vedra Beach, FL
1 DisclosureBroker
Thomas Isaacs is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 1995Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2022 - Present · 3 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
April 2014 - June 2022 · 8 yrs 2 mos
UBS Financial Services INC.Broker
April 2014 - June 2022 · 8 yrs 2 mos
Wells Fargo Advisors, LLC
October 2010 - April 2014 · 3 yrs 6 mos
Wells Fargo Advisors, LLCBroker
April 2010 - April 2014 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2004 - April 2010 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1985 - April 2010 · 25 yrs
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.