Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark James Dickman is a financial advisor with Independent Financial Partners. Mark has been in the financial industry for over 27 years. Mark has a strong background in providing financial advice and has experience in areas like fixed insurance. Mark also has experience in providing investment advice to clients with a range of needs, from individual investors to corporations. Mark's goal is to help his clients achieve their financial goals by providing them with personalized financial advice. Mark is committed to providing his clients with the highest level of service and professionalism.
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.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
KY
03/29/2019 - Present
Independent Financial Partners (Crescent Springs KY)
KY
08/03/2010 - 12/27/2018
LPL FINANCIAL LLC (CRESTVIEW HILLS KY)
KY
12/01/2001 - 08/06/2010
U.S. BANCORP INVESTMENTS, INC. (CARROLLTON KY)
NJ
05/31/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IN
02/01/1999 - 05/31/2000
CONSECO SECURITIES, INC. (CARMEL IN)
MN
08/18/1997 - 01/12/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
PA
08/24/1995 - 08/22/1997
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
05/08/1992 - 12/09/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/08/1992 - 12/09/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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