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Eric Dexter
30 Years of Experience
Portland, ME
1 DisclosureBroker
Eric Dexter is a registered investment advisor at Raymond James & Associates, INC., based in Portland, ME, with 30 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
2 Portland Square, 7th Floor, Portland, ME, 04101
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2008Closed-No Action
Other Business Activities
Eric is involved with the U.S. Coast Guard Auxiliary as Immediate Past Flotilla Commander and Flotilla Staff Officer for Marine Safety since 2007. This takes about 10-20% of his time.
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2019 - Present · 6 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - October 2019 · 11 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - October 2019 · 11 yrs 9 mos
A. G. Edwards & Sons, INC.
December 2002 - January 2008 · 5 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
December 1995 - January 2008 · 12 yrs 1 mo
State Registrations29 states
AKALAZCACOCTDCFLGAILMAMDMEMIMNMONCNHNYOHORPARITNTXVAVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.