Craig DicksonCRD Number: 4597789
Current Firm: Gradient Wealth Management
Craig Dickson (CRD# 4597789) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 8 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Gradient Securites, LLC||Arden Hills, MN||Jan 2012 - Current||6|
|Mynetking||Biddeford, ME||Jan 2012 - Current||6|
|Investment Executives, Inc.||Biddeford, ME||Jan 2010 - Current||8|
|Gonyea Enterprises||Biddeford, ME||Jan 2005 - Current||13|
|Dickson Enterprises||Biddeford, ME||Jan 2001 - Current||17|
|Bill Reduction, LLC||Biddeford, ME||Jan 2014 - Aug 2016||2|
|Gradient Advisors, LLC||Arden Hills, MN||Sep 2012 - Mar 2015||2|
|Dickson Properties, LLC||Biddeford, ME||Sep 2012 - Aug 2014||1|
|Gf Investment Services, LLC||Sarasota, FL||Oct 2011 - Nov 2011||< 1|
|Questar Capital Corporation||Minneapolis, MN||Mar 2009 - Oct 2011||2|
|New England Securities||Boston, MA||Apr 2008 - Jan 2009||< 1|
|Equity Services Inc.||Montpelier, VT||Mar 2004 - May 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2010|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
Total Assets Under Management164MILLIONS
Total Number of Accounts1,775ACCOUNTS
Average Account Value$92,479
- 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)
AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV
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