Sam Dickson Email & Phone Number

745 E. Mulberry Ave. Ste. 210 (P) 210-785-3400

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are.

Oklahoma City, Oklahoma Area

Dayton, Ohio Area

Develop and Lead the Dayton Area branches in areas of client acquisition and client retention.Recruiting top talent from the competitive firmsMaintaining and allocate budgets for a multiple branch complex.Develop the Vision and implement growth within the local market.Manage 90+ direct reports.Responsible for designing and implementing professional.

Directed revenue growth, created a market budget, maintained compliance standards and recruited, developed and trained new sales staff. Successfully operated an eleven branch complex and maintained a sales force of 100 sales people (recruited; Led a sales force managing over seven billion dollars of investable assets.Met with the complex's largest clients.

Coordinated and executed corporate directives with branch managers throughout Texas, Oklahoma, Kansas and Arizona. Traveled extensively throughout the region.Worked with internal/external legal council to mitigate risk in lawsuits within the region.Maintained and adjusted individual branch budgets to comply with corporate standards.Advised and coached.

Managed sales, recruited talented employees from competitive firms, trained and monitored new employees entering the businesses. Supervised the Trade Blotter, maintained annual budget for the office, and managed the P&L. Recognized for ranking first in the nation in recurring revenue growth per Advisor. Increased salesperson productivity from 77% of the.

Trained over 300 new Advisors joining the firm in the Southwest Region. Traveled a six-state region and incorporated different selling techniques to different geographic regions.Completely redesigned the training process for all of Prudential securities. Led classes of up to 100 new advisors in selling techniques. Coached small groups on delivering the.

Financial Advisor

Financial Advisor

Bachelor Of Science, Accounting, Business Administration

Education record