Ted Dickinson (CRD# 2751200) is an Investment Advisor Representative working at Osaic Wealth, Inc. in South Hadley, MA and has over 27 years of experience in the finance industry.
CRD# 4385290
Lpl Financial LLC
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | South Hadley, MA | Nov 2018 - Current | 5 |
| Independent Insurance Agent/fixed Ins. Products | South Hadley, MA | Jun 1996 - Current | 27 |
| Signator Investors, Inc. | South Hadley, MA | May 2016 - Nov 2018 | 2 |
| Wealth Technology Group | South Hadley, MA | Apr 2012 - Apr 2018 | 6 |
| Transamerica Financial Advisors, Inc. | South Hadley, MA | Apr 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2002 |
| S63 | Uniform Securities State Law Examination | Jun 1996 |
- CA
- MA
- NC
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
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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