Nancy M. Dickson
Professional summary
Nancy M. Dickson, CFP®, who also goes by Nancy M. Mc Dearmon, is a registered financial advisor currently at DICKSON FINANCIAL GROUP, LLC. located in Comfort, Texas.
Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Nancy has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nancy M. Dickson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
May 11, 2018 - Present
DICKSON FINANCIAL GROUP, LLC.
February 23, 2004 - July 21, 2016
STRATEGIC ADVISERS LLC
February 23, 2004 - July 7, 2016
FIDELITY BROKERAGE SERVICES LLC
February 15, 2002 - February 6, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 15, 2002 - February 6, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 18, 2000 - February 5, 2002
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2018)
Exams
Current Firm
DICKSON FINANCIAL GROUP, LLC.
CRD#: 292258 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 14,684,984 |
Red Flags
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