Paul Dickens (CRD# 2620396) is an Investment Advisor Representative working at Prudential Financial Planning Services in Katy, TX and has over 14 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 |
|---|---|---|---|
| The Prudential Insurance Company Of America | Houston, TX | May 2022 - Current | 1 |
| Pruco Securities LLC | Houston, TX | May 2022 - Current | 1 |
| Guardian Life Insurance Company | Houston, TX | Nov 2020 - May 2022 | 1 |
| Park Avenue Securities | Houston, TX | Nov 2020 - May 2022 | 1 |
| Guardian Life Insurance Company | Katy, TX | Nov 2019 - Nov 2020 | 1 |
| Park Avenue Securities | Katy, TX | Nov 2019 - Nov 2020 | 1 |
| Guardian Life Insurance Co Of America | Houston, TX | Sep 2017 - Nov 2019 | 2 |
| Park Avenue Securities, LLC | Houston, TX | Sep 2017 - Nov 2019 | 2 |
| Sovereign Wealth Advisors, LLC | Houston, TX | Jun 2015 - Sep 2017 | 2 |
| Lpl Financial | Houston, TX | Jun 2015 - Sep 2017 | 2 |
| Edward Jones | St Louis, MO | Dec 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
- TX
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- 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, VT, WA, WI, WV, WY
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