Angela Dillon
CRD Number: 4198517Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
Angela Dillon (CRD# 4198517) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, OR and has over 18 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 5526985
Potomac Fund Management
CRD# 4274774
Seacrest Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Ashland, OR | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Ashland, OR | Sep 2004 - Current | 19 |
| Sis Corporation | Ashland, OR | Mar 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
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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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