CD
CD

Cory Dickson

13 Years of Experience
Estero, FL
Broker

Cory Dickson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Estero, FL, with 13 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

9180 Estero Park Commons, Suite 8, Estero, FL, 33928

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2013 - Present · 13 yrs 4 mos
Raymond James Financial Services, INC.Broker
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Park Avenue Securities LLC
July 2012 - December 2012 · 5 mos
Park Avenue Securities LLCBroker
May 2012 - December 2012 · 7 mos
State Registrations1 state
FL
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.
Cory Dickson - Financial Advisor | TrueAdvisor