Paul DickinsonCRD Number: 6060565
Current Firm: Lincoln Investment
Paul Dickinson (CRD# 6060565) is an Investment Advisor Representative working at Lincoln Investment in Muskegon, MI and has over 5 years of experience in the finance industry.
First Financial Advisors Inc.
Waddell & Reed
Securities America Advisors, Inc.
|Lincoln Investment||Muskegon, MI||Jan 2017 - Current||1|
|Legend Equities Corporation||Palm Beach Gardens, FL||Apr 2014 - Current||3|
|Legend Advisory Corporation||Palm Beach Gardens, FL||Apr 2014 - Current||3|
|Unemployment||Muskegon, MI||Dec 2013 - Apr 2014||< 1|
|Edward Jones||St Louis, MO||May 2012 - Dec 2013||1|
|Stay At Home Dad||Muskegon, MI||Mar 2012 - May 2012||< 1|
|Unemployment||Muskegon, MI||Aug 2011 - Feb 2012||< 1|
|Choice Schools Associates||Grand Rapids, MI||Sep 2010 - Aug 2011||< 1|
|Orchard View Public Schools||Muskegon, MI||Sep 2009 - Jun 2010||< 1|
|Unemployment||Muskegon, MI||Sep 2008 - Jul 2009||< 1|
|Newaygo County Regional Educational Service Agency||Fremont, MI||Sep 2008 - Nov 2008||< 1|
|Godwin Heights Public Schools||Wyoming, MI||Sep 2006 - Jul 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management6,294MILLIONS
Total Number of Accounts109,798ACCOUNTS
Average Account Value$57,320
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.