Paul Dykes (CRD# 6058470) is an Investment Advisor Representative working at Lpl Financial LLC in Pleasant Hill, MO and has over 11 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Pleasant Hill, MO | Aug 2023 - Current | < 1 |
| Edward Jones | St.louis, MO | Jun 2019 - Aug 2023 | 4 |
| Select Quote Insurance Agency | Overland Park, KS | Nov 2018 - Jun 2019 | < 1 |
| Morgan Stanley | Kansas City, MO | Feb 2017 - Oct 2018 | 1 |
| Paul Dykes Agency | Grain Valley, MO | Oct 2016 - Feb 2017 | < 1 |
| Avidity Insurance | Overland Park, KS | Oct 2015 - Oct 2016 | 1 |
| Nsllc | Overland Park, KS | Mar 2016 - Jul 2016 | < 1 |
| Nationwide Financial | Overland Park, KS | Feb 2016 - Jun 2016 | < 1 |
| Farmers Insurance | Overland Park, KS | Oct 2011 - Dec 2015 | 4 |
| Farmers Financial Solutions | Olathe, KS | Apr 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- MO
- TX
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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