Patrick Dickson (CRD# 4261118) is an Investment Advisor Representative working at Park Avenue Securities LLC in Houston, TX and has over 23 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | Fort Worth, TX | Feb 2019 - Current | 5 |
Park Avenue Securities | Fort Worth, TX | Feb 2019 - Current | 5 |
Guardian Life Ins Company | Houston, TX | Jul 2011 - Current | 12 |
Park Avenue Securitites | Houston, TX | Jul 2011 - Current | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
- AL
- AZ
- CA
- CO
- FL
- ID
- IN
- LA
- MD
- MN
- NJ
- PA
- RI
- TX
- WI
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
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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