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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Marshall Dickens is an investment advisor representative with Captrust. John Dickens is a registered investment advisor in Texas, with a current registration date of April 25, 2023. John Dickens has over 27 years of experience in the financial services industry, having started on January 18, 1996. John Dickens has worked for two other firms previously, Omega Securities, Inc. and First Western Securities, Inc. John Dickens holds a Series 63, Series 65, Series 7 and Series 24 licenses, in addition to a Series 52, Series 53 and Series 99.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/25/2023 - Present
Captrust (Fort Worth TX)
TX
01/19/2000 - 11/07/2023
OMEGA SECURITIES, INC. (FORT WORTH TX)
TX
01/18/1996 - 01/12/2000
FIRST WESTERN SECURITIES, INC. (HURST TX)
IA
Issued 01/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/25/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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