Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Dykes is a financial advisor with over 10 years of experience in the industry. Paul is currently registered with LPL Financial LLC and is a licensed investment advisor representative in Missouri and Texas. Paul has held previous roles with Edward Jones, Morgan Stanley, Nationwide Securities, LLC and Farmers Financial Solutions, LLC. Paul has a wide range of experience in the financial services industry, including securities, investments, and insurance. Paul has also worked as a farm owner. Paul provides a variety of financial services to individuals, businesses, and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
08/07/2023 - Present
LPL Financial LLC (PLEASANT HILL MO)
MO
06/14/2019 - 08/16/2023
EDWARD JONES (Lees Summit MO)
MO
03/30/2017 - 10/29/2018
MORGAN STANLEY (KANSAS CITY MO)
KS
03/14/2016 - 06/10/2016
NATIONWIDE SECURITIES, LLC (OVERLAND PARK KS)
MO
08/06/2012 - 12/22/2015
FARMERS FINANCIAL SOLUTIONS, LLC (Oak Grove MO)
IA
Issued 04/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Dykes is the right advisor for you? Invested Better is here to help.
