Corwin Dickey, financial advisor Aliso Viejo CA

Corwin Dickey

CRD Number: 5007115
Current Firm: Nfp Retirement Inc.

Corwin Dickey (CRD# 5007115) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Nrp Retirement Maitland, FL Oct 2019 - Current 1
City Of Mount Dora - Local Government Mount Dora, FL Mar 2019 - Sep 2019 < 1
City Of Orlando- Local Government Orlando, FL Sep 2015 - Mar 2019 3
Florida League Of Cities Orlando, FL Oct 2012 - Sep 2015 2
Charles Schwab & Company, Inc. Orlando, FL Jun 2012 - Oct 2012 < 1
Who Nose You Winter Springs, FL Apr 2012 - Oct 2012 < 1
Self Employed Mckinney, TX Dec 2011 - Jun 2012 < 1
Wells Fargo Advisors LLC Plano, TX Nov 2011 - Dec 2011 < 1
Wells Fargo Orlando, FL Jul 2005 - Nov 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S66 NASAA Uniform Combined State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Corwin M. Dickey
Phone Number: 949-460-9898
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    59,215
    MILLIONS
  • Total Number of Accounts
    2,791
    ACCOUNTS
  • Average Account Value
    $21,216,337
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, KY, LA, MA, MD, MI, MN, OR, PA, PR, TX, VA, WI, WY

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