David Dick (CRD# 6980712) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Edmond, OK and has over 5 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 6797219
Plan Group Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Edmond, OK | Sep 2020 - Current | 3 |
| Securities America Advisors | Edmond, OK | Sep 2020 - Current | 3 |
| Voya Financial Advisors, Inc. | Edmond, OK | Jul 2018 - Sep 2020 | 2 |
| Chase Bank | Edmond, OK | Jan 2018 - Jun 2018 | < 1 |
| Unemployeed | Edmond, OK | Sep 2017 - Dec 2017 | < 1 |
| Cookson Bend Marina | Cookson Oklahoma, OK | May 2014 - Aug 2017 | 3 |
| Cabelas | Oklahoma City, OK | Aug 2016 - Dec 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- OK
- TX
-
Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
-
Average Account Value$191,430
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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