Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Dickson is a registered Investment Advisor Representative associated with Paul Winkler, Inc. James has been in the industry since August 2020 and is licensed in Alabama, Arkansas, Florida, Tennessee and Virginia. James provides financial planning, educational seminars, and portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TN
01/28/2022 - Present
Paul Winkler, Inc. (Franklin TN)
IA
Issued 09/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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