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Dustin Newton

8 Years of Experience
San Angelo, TX
Broker

Dustin Newton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Angelo, TX, 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

1420 Knickerbocker Road, San Angelo, TX, 76904

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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 Activities

Dustin is a director on the IT committee for The Bank & Trust and a financial advisor for both The Bank & Trust and Westex Investment Services, dedicating about half of his time to each. He also holds common stock in Westex Bancorp.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2017 - Present · 8 yrs 11 mos
Raymond James Financial Services, INC.Broker
May 2017 - Present · 9 yrs
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.