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Michael James Dickey

Intellivest Wealth Management

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About Michael James Dickey

Michael Dickey is a registered investment advisor representative with Intellivest Wealth Management. Michael is also a real estate appraiser and insurance agent. Michael has been in the financial services industry since 2014 and has experience working with a variety of clients, including individuals and families. Michael is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals. He holds a Series 7, Series 66, and SIE license. Michael is registered with the states of Georgia, North Carolina, South Carolina and Texas. Michael has a strong understanding of the financial markets and a commitment to providing his clients with the highest level of service.

Firm Information

Michael Dickey is currently registered with Intellivest Wealth Management. Intellivest Wealth Management is a registered investment advisor headquartered in [Main Office Address]. The firm primarily provides financial planning and portfolio management for individuals, including high-net-worth individuals. As of the last reporting period, the firm managed $36,524,319 in assets for 281 clients.

$36.52M

Assets Under Management

Not reported

Total Clients

2

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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percentage of assets

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

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Michael Dickey’s Registration & Firm History

SC

04/07/2021 - Present

Intellivest Wealth Management (BOILING SPRINGS SC)

SC

06/17/2020 - 02/08/2021

CAPITAL INVESTMENT GROUP, INC. (BOILING SPRINGS SC)

SC

05/14/2014 - 06/25/2020

EDWARD JONES (INMAN SC)

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Licenses & Designations

BOTH

Issued 06/06/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael James Dickey. Review regulatory record here.
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