Susan Dick
Susan Dick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bartlesville, OK, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
330 S. Johnstone Avenue, Bartlesville, OK, 74003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan is involved in several business activities, including rental real estate, a management company, and her CPA practice. She is also a non-variable insurance agent, dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
First Investment Corporation
Dominion Investor Services, INC.Broker
State Registrations28 states
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