Dustin Ray Newton

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → Present
  Raymond James Financial Services, Inc.
  San Angelo, TX
• 05/2007 → 05/2017
  The Bank & Trust, S.S.B.
  Del Rio, TX
• 06/2017 → Present
  Raymond James Financial Services Advisors Inc.
  San Angelo, TX
• 05/2017 → 08/2020
  Westex Investment Services
  San Angelo, TX
• 06/2017 → Present
  The Bank & Trust, S.s.b.
  San Angelo, TX
• 06/2017 → Present
  Westex Investment Services
  San Angelo, TX
• 02/2011 → Present
  Westex Bancorp Inc.
  San Angelo, TX
• 02/2011 → Present
  Westex Bancorp-Commom Stock
  San Angelo, TX

Other Businesses

(1)Name of Business: The Bank & Trust - IT Committee Address: 1420 Knickerbocker Rd, San Angelo, TX, 76904, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: Yes Start Date: 05/01/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I participate as a member of The Bank & Trust, s.s.b. Information Technology Committee. We discuss overall strategic direction of the IT infrastructure for the bank as well as reviewing ongoing audits and exams. (2)Name of Business: Westex Investment Services Address: 1420 Knickerbocker Rd, San Angelo, TX, 76904, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2017-06-05