Daniel Dickerson (CRD# 2991975) is an Investment Advisor Representative working at Trutoro in Conway, AR and has over 13 years of experience in the finance industry.
CRD# 1465724
Bok Financial Advisors
CRD# 4358121
Stifel, Nicolaus & Company, Incorporated
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Veritas Independent Partners | Conway, AR | Jun 2018 - Current | 5 |
Dickerson Insurance And Financial Services | Hot Springs, AR | Jun 2018 - Current | 5 |
Alan Springer Agency, Inc. | Hot Springs, AR | Jul 2017 - Jun 2018 | < 1 |
Allstate Insurance Co | Little Rock, AR | Jun 2015 - Jun 2018 | 3 |
The Dickinson Agency, Llc/dickinson Insurance & Financial Servic | Little Rock, AR | Jul 2015 - Jul 2017 | 2 |
Northwestern Mutual Investment Services, LLC | Little Rock, AR | Mar 2015 - Jun 2015 | < 1 |
Northwestern Mutual Investment Services, LLC | Little Rock, AR | Dec 2010 - Jun 2015 | 4 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Nov 2010 - Jun 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2011 |
S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
- AR
- TX
-
Total Assets Under Management139MILLIONS
-
Total Number of Accounts1,250ACCOUNTS
-
Average Account Value$110,948
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, GA, MT, OK, TN, TX
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