Carl Dickson Jr., financial advisor Henrico VA

Carl Dickson Jr.

CRD Number: 2625231
Current Firm: Lpl Financial LLC

Carl Dickson Jr. (CRD# 2625231) is an Investment Advisor Representative working at Lpl Financial LLC in Henrico, VA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Henrico, VA Sep 2013 - Current 10
Claris Financial, LLC Glen Allen, VA Sep 2013 - Apr 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1995
S65 NASAA Investment Advisors Law Examination Aug 1995
Contact Info for Carl B. Dickson Jr.
Phone Number: 704-733-3300
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • 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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