Michael Dickerson (CRD# 67338) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 38 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Markets Iq | Wilmington, DE | Jun 2017 - Current | 6 |
| Carlton Hall Asset Management, LLC | Durham, NC | Aug 2016 - May 2017 | < 1 |
| Middlebury Asset Advisors Inc. | Weybridge, VT | Apr 2012 - Jul 2016 | 4 |
| Middlebury Asset Advisors Inc. | Weybridge, VT | Feb 2012 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- FL
- LA
- NC
- VA
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Total Assets Under Management392MILLIONS
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Total Number of Accounts680ACCOUNTS
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Average Account Value$576,911
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MA, MI, MN, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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