Marques Dickson (CRD# 6157146) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 9 years of experience in the finance industry. Marques Dickson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | Los Angeles, CA | Sep 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Beverly Hills, CA | Nov 2016 - Aug 2020 | 3 |
| Wells Fargo Advisors, LLC | Beverly Hills, CA | Nov 2015 - Nov 2016 | 1 |
| Not Working | Los Angeles, CA | Mar 2015 - Nov 2015 | < 1 |
| First Republic Securities Company, LLC | Century City, CA | Jan 2013 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- CA
-
Total Assets Under Management1,513MILLIONS
-
Total Number of Accounts2,278ACCOUNTS
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Average Account Value$664,301
- A percentage of assets under your management
- Other
- 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, LA, MA, NJ, NV, NY, OH, PA, TN, TX, WA
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