Nadia DickinsonCRD Number: 1414700
Current Firm: Kestra Private Wealth Services, LLC
Nadia Dickinson (CRD# 1414700) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Lancaster, CA and has over 21 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Crown Capital Securities, LP
Al Hewitt, Inc.
|Kestra Investment Services, LLC||Palmdale, CA||Aug 2014 - Current||2|
|Kestra Private Wealth Services, LLC||Palmdale, CA||Aug 2014 - Current||2|
|Morgan Stanley Smith Barney||Palmdale, CA||Jun 2009 - Current||7|
|Morgan Stanley & Company, Incorporated||Palmdale, CA||Apr 2007 - Current||9|
|Morgan Stanely Dw, Inc.||Palmdale, CA||Jan 1984 - Apr 2007||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1995|
|S65||NASAA Investment Advisors Law Examination||Oct 1995|
Total Assets Under Management926MILLIONS
Total Number of Accounts3,545ACCOUNTS
Average Account Value$261,243
- 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)
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI, WV
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