Michael J. Dickey
Professional summary
Michael James Dickey, who also goes by Michael J. Dickey, Michael James Dickey, Michael Dickey, Mick Dickey, is a registered financial advisor currently at INTELLIVEST WEALTH MANAGEMENT located in Boiling Springs, South Carolina.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 3 firms and has passed the Series 66, Series 3, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael James Dickey's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 6, 2020 - Present
INTELLIVEST WEALTH MANAGEMENT
Office #1: 3082 Old Furnace Road, Boiling Springs, SC 29316June 17, 2020 - February 8, 2021
CAPITAL INVESTMENT GROUP, INC.
August 8, 2014 - June 25, 2020
EDWARD JONES
May 14, 2014 - June 25, 2020
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/27/2022)
(5/13/2025)
(5/13/2020)
(5/6/2020)
(4/7/2021)
Exams
Series 7TO
Date: 6/30/2022
General Securities Representative ExaminationCurrent Firm
INTELLIVEST WEALTH MANAGEMENT
CRD#: 307398 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 275 |
| AUM (Assets Under Management) | $ 43,594,519 |
Red Flags
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