Roxanna Islam, financial advisor Dallas TX
90 score

Roxanna Islam

CRD Number: 5961672
Current Firm: Stifel, Nicolaus & Company, Incorporated

Roxanna Islam (CRD# 5961672) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Dallas, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Dallas, TX Feb 2015 - Current 1
Wells Fargo Advisors, LLC St. Louis, MO Sep 2011 - Feb 2015 3
The University Of Texas At Austin Austin, TX Aug 2007 - May 2011 3
The University Of Texas At Austin Austin, TX Sep 2009 - Jan 2011 1
Hightower High School Missouri City, TX Aug 2003 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Roxanna A. Islam
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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