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Mark Allan Dickson

Tyndale Investments, LLC

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About Mark Allan Dickson

Mark Dickson is a financial advisor at Tyndale Investments, LLC, with over 20 years of experience in the industry. Mark holds a Chartered Financial Analyst designation and is a licensed Certified Public Accountant. Mark works with both high-net-worth individuals and individuals other than high-net-worth individuals, providing financial planning and portfolio management services. Mark is also a sole practitioner, operating a CPA practice, where he provides tax and financial consulting services.

Firm Information

Mark Dickson is currently registered with Tyndale Investments, LLC. Tyndale Investments, LLC is an investment advisor registered with the state of Iowa. They manage approximately $28,000,000 in assets for 25 clients, primarily high-net-worth individuals and other individuals. Their advisory services include financial planning, pension consulting, and portfolio management for individuals.

$28.00M

Assets Under Management

25

Total Clients

1

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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fixed fees

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

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percentage of assets

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

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Mark Dickson’s Registration & Firm History

DC

04/20/2021 - Present

Tyndale Investments, LLC (WASHINGTON DC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Allan Dickson.
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