Brian Dick, financial advisor Tewksbury MA

Brian Dick

CRD Number: 5290334
Current Firm: The Fiduciary Alliance

Brian Dick (CRD# 5290334) is an Investment Advisor Representative working at The Fiduciary Alliance in Tewksbury, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
The Fiduciary Alliance Greenville, SC Jun 2021 - Current 2
George Gath Insurance Agency Tewksbury, MA Feb 2005 - Current 19
First Financial Advisors, LLC Tewksbury, MA Sep 2007 - Jun 2021 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Brian H. Dick
Phone Number: 864-385-7999
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,228
    MILLIONS
  • Total Number of Accounts
    16,591
    ACCOUNTS
  • Average Account Value
    $74,014
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA, WI

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