Dickson Financial Group, LLC

Dickson Financial Group, LLC (CRD# 292258) is a financial advisory firm headquartered in Comfort, TX. They manage $14,684,984 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

Po Box 600, Comfort, TX 78013

http://www.dicksonfinancial.com

By the Numbers

Total Assets Under Management

15

MILLION
Total Number of Accounts

33

ACCOUNTS
Average Account Value

$445,000

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Dickson Financial Group, LLC

Showing 1 - 2 of 2 top financial advisors.

Beau B. Dickson

CRD#: 3194995

Comfort, TX

Beau Dickson (CRD# 3194995) is an Investment Advisor Representative working at Dickson Financial Group, LLC in Comfort, TX and has over 23 years of experience in the finance industry.

Nancy M. Dickson

CRD#: 4087703

Comfort, TX

Nancy Dickson (CRD# 4087703) is an Investment Advisor Representative working at Dickson Financial Group, LLC in Comfort, TX and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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