Michael Dickey (CRD# 6315085) is an Investment Advisor Representative working at Intellivest Wealth Management in Boiling Springs, SC and has over 9 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intellivest Wealth Management Corporation | Boiling Springs, SC | Mar 2020 - Current | 4 |
| Ace Mortgage & Appraisal Corp | Inman, SC | Mar 1998 - Current | 26 |
| Capital Investment Group Inc. | Raleigh, NC | Jun 2020 - Feb 2021 | < 1 |
| Edward Jones | St Louis, MO | Mar 2014 - Jun 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- NC
- SC
- TX
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Total Assets Under Management37MILLIONS
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Total Number of Accounts281ACCOUNTS
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Average Account Value$129,980
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, NC, SC, TX
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