RD
RD

Rebecca Dickerson

15 Years of Experience
Fort Worth, TX
Broker

Rebecca Dickerson is a registered investment advisor at Raymond James & Associates, INC., based in Fort Worth, TX, with 15 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

Fort Worth, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rebecca is an officer (Assistant Treasurer) for the Paschal Band Booster Parent Teacher Association since May 2024, handling student accounts and fundraising activities. This takes a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
July 2023 - Present · 3 yrs
Raymond James & Associates, INC.
July 2023 - Present · 3 yrs
Raymond James & Associates, INC.
July 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - August 2023 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2019 - August 2023 · 4 yrs 6 mos
Fidelity Personal and Workplace Advisors
July 2018 - January 2019 · 6 mos
Strategic Advisers LLC
May 2012 - July 2018 · 6 yrs 2 mos
Fidelity Brokerage Services LLCBroker
May 2010 - January 2019 · 8 yrs 8 mos
State Registrations25 states
ARAZCACOFLGAHIILINKSKYMAMDMONCNJNYOKPATNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.