Nancy M. Dickson
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nancy M. Mc Dearmon
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
DICKSON FINANCIAL GROUP | DICKSON FINANCIAL GROUP, LLC.
Contact Information
Main Address
Comfort, TXMailing Address
Po Box 600, Comfort, TX 78013Phone Number
(832) 868-3722# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
31AUM (Assets Under Management)
$6,466,162Similar Advisors
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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.
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State Registrations and Notice Filings
(5/11/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Nancy M. Dickson's CRS (Customer Relationship Summary).
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