DH
DH

Dustin Hellams

19 Years of Experience
Midwest City, OK
BrokerSells Insurance

Dustin Hellams is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Midwest City, OK, with 19 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6501 Tinker Diagonal, Midwest City, OK, 73110

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Dustin owns rental real estate (DSCC Properties) and dedicates minimal time to it. He is also an agent for fixed annuity business and a financial advisor through TFCU Financial Advisors, spending about half his time on these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 17 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Southwest Securities, INC.
March 2009 - June 2009 · 3 mos
Southwest Securities, INC.Broker
March 2009 - June 2009 · 3 mos
Citigroup Global Markets INC.
October 2006 - April 2009 · 2 yrs 6 mos
Citigroup Global Markets INC.Broker
August 2006 - April 2009 · 2 yrs 8 mos
State Registrations20 states
ARAZCACOFLIAKSMNMONMNVNYOKORPASCTXUTVAWA
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.