Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bolton Dimick is an investment advisor representative with over 25 years of experience in the financial services industry. Robert is currently registered with LPL Financial LLC and has held previous roles at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC. Robert specializes in financial planning, portfolio management, and pension consulting. Robert is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
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VT
01/06/2024 - Present
LPL Financial LLC (SAINT JOHNSBURY VT)
VT
11/18/2011 - 06/08/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST JOHNSBURY VT)
VT
01/01/2008 - 11/18/2011
WELLS FARGO ADVISORS, LLC (ST. JOHNSBURY VT)
VT
09/18/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. JOHNSBURY VT)
IA
Issued 02/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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