Nadia Dickinson, financial advisor Lancaster CA
93 score

Nadia Dickinson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Nadia A. Dickinson
Phone Number: 800-214-8341
Firm Website: http://washwm.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    926
    MILLIONS
  • Total Number of Accounts
    3,545
    ACCOUNTS
  • Average Account Value
    $261,243
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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