Robert Dick (CRD# 1876500) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Minot, ND and has over 35 years of experience in the finance industry. Robert Dick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2409964
Securities America Advisors, Inc.
CRD# 5477685
Ameriprise Financial Services, LLC
CRD# 2437160
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mmdr Real Estate LLP | Minot, ND | Mar 2009 - Current | 15 |
| Raymond James Financial Services Advisors, Inc. | Minot, ND | Jan 2009 - Current | 15 |
| Advanced Investment Consulting Inc. | Minot, ND | May 2005 - Current | 18 |
| Raymond James Financial Services, Inc. | Minot, ND | Oct 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1988 |
- AZ
- ND
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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