Brendan Dick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Minot, ND, with 8 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

2900 10th Street Sw, Suite C, Minot, ND, 58701

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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

Brendan is an officer (Vice President) of Advanced Investmenty Consulting, a support company, since 2017. He dedicates minimal time to this role as a financial advisor/support.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2018 - Present · 8 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2017 - Present · 8 yrs 10 mos
State Registrations15 states
ALAZCOKSMNMTNDNEORRITNTXVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.