Thomas DedrickCRD Number: 1281327
Current Firm: Raymond James & Associates, Inc.
Thomas Dedrick (CRD# 1281327) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Tuscaloosa, AL and has over 33 years of experience in the finance industry. Thomas Dedrick 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.
Jmf Capstone Wealth Management
Ameriprise Financial Services, Inc.
|Raymond James & Associates||Tuscaloosa, AL||Feb 2014 - Current||4|
|Bank Of America, Na||Tuscaloosa, AL||Dec 2009 - Feb 2014||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Tuscaloosa, AL||Aug 1982 - Feb 2014||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
|S65||NASAA Investment Advisors Law Examination||Aug 1993|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)