Tina Dickinson (CRD# 5656615) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 14 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 24 Hour Home Care, LLC | Oxnard, CA | Mar 2019 - Current | 5 |
| Heartland Institute Of Financial Education | Greenwood Village, CO | Feb 2017 - Current | 7 |
| Transamerica Financial Advisors, Inc. | Westlake Village, CA | Jan 2012 - Current | 12 |
| Health Insurance | Agoura Hills, CA | Jan 2011 - Current | 13 |
| World Financial Group | Westlake Village, CA | Dec 2010 - Current | 13 |
| Real Estate Rental Property | Thousand Oaks, CA | Jan 2020 - Apr 2023 | 3 |
| Debtmerica | Santa Ana, CA | Jul 2011 - Jun 2018 | 6 |
| Writ, LLC | Westlake Village, CA | Jun 2014 - Aug 2016 | 2 |
| Choice Administrators | Orange, CA | Jun 2014 - Jul 2014 | < 1 |
| Covered California | Sacramento, CA | Nov 2013 - Jul 2014 | < 1 |
| Health Net | Woodland Hills, CA | Nov 2013 - Jul 2014 | < 1 |
| Kaiser Permante | Oakland, CA | Jan 2013 - Jul 2014 | 1 |
| Unitedhealthcare | Cypress, CA | Dec 2012 - Jul 2014 | 1 |
| Blue Shield Of California | San Francisco, CA | Jul 2012 - Jul 2014 | 2 |
| Pre-existing Condition Insurance Plan | Folsom, CA | Jul 2012 - Jul 2014 | 2 |
| Legal Helpers Debt Resolution, LLC | Irvine, CA | Jul 2011 - Jul 2014 | 3 |
| Anthem Blue Cross | Newbury Park, CA | Jan 2011 - Jul 2014 | 3 |
| Cigna | Hartford, CT | Jan 2011 - Jul 2014 | 3 |
| Aetna | Hartford, CT | Jan 2011 - Jul 2014 | 3 |
| Benefitmall | Dallas, TX | Jan 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- CA
- NC
- TX
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.