Adam Dickman (CRD# 6575256) is an Investment Advisor Representative working at Independent Financial Partners in Crescent Springs, KY and has over 2 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Partners | Tampa, FL | Oct 2021 - Current | 2 |
| Dickman Wealth Management | Crescent City, KY | Jul 2021 - Current | 2 |
| A&r Logistics | Louisville, KY | Sep 2017 - Jul 2021 | 3 |
| Costco | Florence, KY | Jun 2016 - Sep 2017 | 1 |
| Thomas More College | Crestview, KY | Aug 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- KY
-
Total Assets Under Management9,761MILLIONS
-
Total Number of Accounts37,391ACCOUNTS
-
Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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