Mark Dickman, financial advisor Crescent Springs KY

Mark Dickman

CRD Number: 2066229
Current Firm: Independent Financial Partners

Mark Dickman (CRD# 2066229) is an Investment Advisor Representative working at Independent Financial Partners in Crescent Springs, KY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Ifp Securities, LLC Tampa, FL Sep 2019 - Current 4
Independent Financial Partners Tampa, FL Mar 2019 - Current 4
Independent Advisor Alliance Charlotte, NC Dec 2018 - Dec 2018 < 1
Independent Financial Partners Crestview Hills, KY Oct 2013 - Dec 2018 5
Lpl Financial, LLC Crestview Hills, KY Aug 2010 - Dec 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination May 2006
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark J. Dickman
Phone Number: 813-341-0960
Registered State(s):
  • CA
  • FL
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    8,916
    MILLIONS
  • Total Number of Accounts
    34,487
    ACCOUNTS
  • Average Account Value
    $258,525
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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