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SD

Stuart G. Dickinson

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CRD#: 1047824
SD

Professional summary


Stuart Graham Dickinson was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Stuart is a previously registered financial advisor and started their career in finance in 1982. Prior to being barred, Stuart had worked at 6 firms, which includes WFG ADVISORS LP, WFG INVESTMENTS INC., LPL FINANCIAL LLC, J.P. MORGAN SECURITIES LLC, MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, GEO SECURITIES CORP..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 22, 2005 - September 25, 2013

WFG ADVISORS, LP

RIA
CRD#: 125073
HIGHLAND PARK, TX
Past

October 27, 2005 - September 25, 2013

WFG INVESTMENTS, INC.

BD
CRD#: 22704
HIGHLAND PARK, TX
Past

June 29, 2005 - November 4, 2005

LPL FINANCIAL LLC

RIA
CRD#: 6413
DALLAS, TX
Past

June 28, 2005 - November 4, 2005

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

October 16, 2000 - May 25, 2005

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
DALLAS, TX
Past

April 9, 1992 - May 25, 2005

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

January 21, 1987 - April 14, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 24, 1982 - October 6, 1982

GEO SECURITIES CORP.

BD
CRD#: 10366

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/31/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WA
WFG ADVISORS, LP
ATLAS WEALTH ADVISORS | WFG ADVISORS, LP | THE RUDD COMPANY | ROSEHILL ASSET MANAGEMENT | BROOKS INVESTMENT PROFESSIONALS

CRD#: 125073 / SEC#: 801-61945

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Contact information


Main Address
2711 N Haskell Ave Suite 2900, Dallas, TX 75204
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

WFGA WRAP PROGRAM BROCHURE 2016 (8/1/2016)

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WFG ADVISORS, LP

CRD#: 125073

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