Isaac Stevens
Isaac Stevens is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Denton, TX, with 50 years of industry experience. Isaac is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
2735 Wind River Lane, Suite 152, Denton, TX, 76210
Get directionsHistory
Regulatory History (4)
Regulatory
November 2017Customer Dispute
January 2003Regulatory
April 1993Customer Dispute
March 1985Other Business Activities
Isaac is a passive investor/owner of Action Printing and Copy Center since 1989, and a co-owner (30%) of Stevens Financial Services since 2018, which is a DBA/Support company. He dedicates minimal time to each of these businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Edward Jones
Edward JonesBroker
State Registrations10 states
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
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