Nicole Lynn Dirks
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, IncJul 2023 to now
- Raymond James Financial Services, Inc.Jan 2021 to now
- University of Central OklahomaAug 2020 to now
- DoordashApr 2021 to Oct 2021
- PostmatesJan 2021 to Jul 2021
- McdonaldsAug 2020 to Dec 2020
- Chick-fil-aJul 2020 to Aug 2020
- Mcalisters DeliMar 2019 to May 2019
- McdonaldsJun 2017 to Jul 2020
- Enid High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7331370
- Firm CRD
- 149018