Terry Dickey (CRD# 3044411) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Hybrid Solutions, LLC | Norcross, GA | Jul 2016 - Current | 7 |
| Triad Advisors, Inc. | Norcross, GA | Jul 2016 - Current | 7 |
| Wells Fargo Advisors LLC | Knoxville, TN | May 2009 - Jul 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
- AL
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MS
- NV
- NC
- OH
- SC
- TN
- TX
- VA
- WI
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Total Assets Under Management4,939MILLIONS
-
Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- 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
- Pension consulting services
- 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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