Paul Dickey (CRD# 2441853) is an Investment Advisor Representative working at Ins Capital Management, LLC in Dickinson, ND and has over 29 years of experience in the finance industry.
CRD# 4455079
Edward Jones
CRD# 6636864
Edward Jones
CRD# 6839061
Avantax Planning Partners, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investor's New Standard | Denver, CO | Jan 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- CO
- ND
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
Average Account Value$277,646
- 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
CO, ND, TX
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