linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brett Dickinson

DAI Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brett? Claim Your Profile

About Brett Dickinson

Brett Dickinson is a financial advisor with Dai Wealth, LLC. Brett has been in the financial industry since 2023 and is currently registered with FINRA and the state of Texas. Brett has a strong background in customer service and sales, and is committed to providing clients with personalized financial advice. Brett is also a general manager for Central Texas Harley-Davidson.

Firm Information

Brett Dickinson is currently registered with DAI Wealth, LLC. DAI Wealth, LLC is an investment advisory firm based in Atlanta, GA. With 24 registered representatives, they manage approximately $152,547,774 in assets for 1,073 clients. Their advisory services include financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve individuals, with a focus on high-net-worth clients, but also work with charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
DAI Wealth, LLC

2800 CENTURY PARKWAY NE

ATLANTA, GA 30345

$152.55M

Assets Under Management

1

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brett Dickinson’s Registration & Firm History

GA

08/14/2024 - Present

DAI Wealth, LLC (ATLANTA GA)

IL

11/07/2023 - 05/28/2024

ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)

Not sure if Brett Dickinson is right for you?

Licenses & Designations

IA

Issued 08/12/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/15/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brett Dickinson. Review regulatory record here.
Not sure if Brett Dickinson is right for you?