Dana SizemoreCRD Number: 5568084
Current Firm: Raymond James & Associates, Inc.
Dana Sizemore (CRD# 5568084) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muncie, IN and has over 7 years of experience in the finance industry.
Lpl Financial LLC
Wells Fargo Clearing Services, LLC
World Equity Group, Inc.
|Raymond James & Associates Inc.||Muncie, IN||Jul 2008 - Current||9|
|Muncie Aviation||Muncie, IN||Mar 2008 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2010|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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