James Dickson (CRD# 7317113) is an Investment Advisor Representative working at Paul Winkler, Inc. in Franklin, TN and has over 3 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paul Winkler Inc. | Franklin, TN | Aug 2020 - Current | 3 |
| Hickman County School System | Centerville, TN | Aug 2002 - Jul 2020 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- AL
- AR
- FL
- TN
- VA
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Total Assets Under Management284MILLIONS
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Total Number of Accounts1,492ACCOUNTS
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Average Account Value$190,333
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MD, ME, MI, MO, MS, NC, NE, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI
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