Terry DickeyCRD Number: 3044411
Current Firm: Triad Hybrid Solutions, LLC
Terry Dickey (CRD# 3044411) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Norcross, GA and has over 24 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Triad Hybrid Solutions, LLC||Norcross, GA||Jul 2016 - Current||6|
|Triad Advisors, Inc.||Norcross, GA||Jul 2016 - Current||6|
|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|
Total Assets Under Management5,176MILLIONS
Total Number of Accounts18,482ACCOUNTS
Average Account Value$280,039
- 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)
- Publication of periodicals or newsletters
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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