Rick
Fetterman
Isc Advisors, Inc
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About this Advisor
Rick Fetterman is a financial advisor who works in Dallas, Texas with 10 years of relevant experience. Fetterman is an advisor for Isc Advisors, Inc. Fetterman has gained experience at Institutional Securities Corp and Fetterman Investments. Fetterman maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arkansas, California, Colorado, Florida, Oklahoma and Texas. Isc Advisors, Inc is an advisory firm headquartered in Dallas, TX. It has offices in 11 locations and a total of 34 financial advisors. It administers $1 billion in assets under management between its 2,026 customer accounts, placing it among the larger firms in the nation by assets under management. The firm serves four charities and foundations. Of its 2,026 accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets. The company provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fees billed by Isc Advisors, Inc can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Isc Advisors, Inc Brokerage Details
$1,127,586,220
34
2,026
$556,558
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Rick Fetterman Work History
Rick has been registered as a financial advisor for 10 years.*
Institutional Securities Corp
Fetterman Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rick Fetterman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Isc Advisors, Inc
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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