DI
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Dewey Isom
40 Years of Experience
Fort Worth, TX
1 DisclosureBroker
Dewey Isom is a registered investment advisor at Raymond James & Associates, INC., based in Fort Worth, TX, 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
3230 Camp Bowie Blvd, Suites 400 and 775, Fort Worth, TX, 76107
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2001Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2003 - Present · 23 yrs
Raymond James & Associates, INC.Broker
May 2003 - Present · 23 yrs
Previous Registrations
UBS Painewebber INC.
August 2000 - June 2003 · 2 yrs 10 mos
UBS Painewebber INC.Broker
August 2000 - June 2003 · 2 yrs 10 mos
J.C. Bradford & CO.Broker
July 1999 - August 2000 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1991 - July 1999 · 8 yrs 6 mos
Prudential-Bache Securities INC.Broker
December 1987 - January 1991 · 3 yrs 1 mo
Dean Witter Reynolds INC.Broker
February 1986 - January 1988 · 1 yr 11 mos
State Registrations16 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.