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TD

Todd M. Dickinson

VICTORY FINANCIAL | Financial Advisor
Austin, TX 78730
Some features on this profile are disabled
CRD#: 2499452
TD

Professional summary

Todd Marshall Dickinson is a registered financial advisor currently at VICTORY FINANCIAL located in Austin, Texas.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Todd has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Todd Marshall Dickinson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

September 18, 2025 - Present

VICTORY FINANCIAL

Office #1: 6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730
RIA
CRD#: 324943
Austin, TX
Past

October 9, 2020 - September 22, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Austin, TX
Past

October 9, 2020 - September 22, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
AUSTIN, TX
Past

August 22, 2016 - October 12, 2020

EDWARD JONES

RIA
CRD#: 250
ARVADA, CO
Past

August 22, 2016 - October 12, 2020

EDWARD JONES

BD
CRD#: 250
ARVADA, CO
Past

April 17, 2009 - May 2, 2016

EATON VANCE MANAGEMENT

RIA
CRD#: 104859
BOSTON, MA
Past

March 30, 2004 - May 2, 2016

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 37731
BOSTON, MA
Past

September 26, 2000 - March 9, 2004

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA
Past

November 13, 1997 - November 29, 1999

COMERICA SECURITIES

BD
CRD#: 17079
DETROIT, MI
Past

April 6, 1995 - January 24, 1997

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

April 6, 1995 - January 24, 1997

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VICTORY FINANCIAL
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | CRÈME WEALTH

CRD#: 324943 / SEC#: 801-127385

RIA
Registered Investment Advisory firm - (2/24/2023 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(9/18/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/22/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/5/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/20/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/5/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm

VF
VICTORY FINANCIAL
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | CRÈME WEALTH

CRD#: 324943 / SEC#: 801-127385

RIA
Registered Investment Advisory firm - (2/24/2023 Approved)
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Contact information

Main Address
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730
Mailing Address
Phone number
(512) 763-7671
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR VICTORY FINANCIAL GROUP LLC (11/3/2025)

Regulatory assets under management

Total Number of Accounts4,210
AUM (Assets Under Management)$ 687,641,583

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

VICTORY FINANCIAL

Financial AdvisorCRD#: 324943Austin, TX 78730

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Contact information

(xxx) xxx-xxxx
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