Brent D. Dickerson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Brent Douglas Dickerson, CFP®, who also goes by Brent D Dickerson, was a registered financial professional .
Brent is a previously registered financial professional and started their career in finance in 2007. Brent had worked at 5 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2007
Experience
December 9, 2021 - June 21, 2022
BETTER MONEY DECISIONS
January 16, 2020 - June 7, 2022
OVER COFFEE FINANCIAL LLC
July 13, 2018 - October 25, 2018
TRUE WEALTH DESIGN, LLC
June 16, 2014 - July 20, 2018
OVER COFFEE FINANCIAL LLC
November 2, 2009 - March 16, 2010
SECURITIES AMERICA, INC.
April 10, 2007 - June 4, 2008
LEGACY WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BETTER MONEY DECISIONS
CRD#: 172980 / SEC#: 801-115227
Contact information
Regulatory assets under management
| Total Number of Accounts | 925 |
| AUM (Assets Under Management) | $ 326,787,724 |
Red Flags
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