Corwin DickeyCRD 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|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|
Total Assets Under Management59,215MILLIONS
Total Number of Accounts2,791ACCOUNTS
Average Account Value$21,216,337
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, KY, LA, MA, MD, MI, MN, OR, PA, PR, TX, VA, WI, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.