IP
IP

Issac Preis

9 Years of Experience
Las Vegas, NV
Broker

Issac Preis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Las Vegas, NV, with 9 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

8311 W Sunset Rd, Ste 260, Las Vegas, NV, 89113

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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, INC.Broker
June 2025 - Present · 11 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2016 - May 2025 · 8 yrs 10 mos
Ameriprise Financial Services, LLCBroker
May 2016 - May 2025 · 9 yrs
State Registrations40 states
AKALARAZCACODCFLGAHIIAIDILINKYMDMEMIMNMOMTNDNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.