Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Dickinson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Austin, Texas. Todd has been working in the financial industry since March 1997 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Todd has also held previous positions at Eaton Vance Distributors, Inc., Edward Jones, and other firms, providing him with a diverse perspective on the financial services industry. Todd is committed to providing personalized financial advice to help individuals and families 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
06/28/2021 - Present
Raymond James Financial Services Advisors, Inc. (Austin TX)
CO
08/22/2016 - 10/12/2020
EDWARD JONES (ARVADA CO)
MA
03/30/2004 - 05/02/2016
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
CA
09/26/2000 - 03/09/2004
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MI
11/13/1997 - 11/29/1999
COMERICA SECURITIES (DETROIT MI)
NY
04/06/1995 - 01/24/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
04/06/1995 - 01/24/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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