Dax
Seale

Raymond James & Associates, Inc

CRD#5631159
Investment Advisor
in Dallas, TX
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About this Advisor

Dax Seale is a certified financial planner in Dallas, Texas. Currently a registered financial advisor at Raymond James & Associates, Inc, Seale has 16 years of work experience in the financial advisory industry. Seale maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Seale is registered to advise investors in Texas. Their career trajectory has included roles at Luxury, Automatic Data Processing, Edward Jones and Raymond James & Associates, Inc. Raymond James & Associates, Inc is based out of Dallas, Texas, and has 422 additional offices in the United States. In aggregate, Raymond James & Associates, Inc manages $143 billion in assets throughout 472,443 client accounts and employs more than 13,277 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. The firm manages 394,071 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Raymond James & Associates, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2001 Ross Avenue Suite 4500 And 4900
Dallas, TX 75201

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

TX Average: $1,855,561,029
Total Number of Employees

14,205

TX Average: 62
Total Number of Accounts

591,180

TX Average: 2,474
Average Account Size

$297,807

TX Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Dax Seale Work History

Dax has 16 years of experience.

2017 - Present (2 years)

Luxury

2015 - Present (4 years)

Raymond James & Associates, Inc

2009 - 2015 (6 years)

Edward Jones

2002 - 2009 (7 years)

Automatic Data Processing

Disclosures

Dax Seale has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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