Dennis Dickinson (CRD# 5644296) is an Investment Advisor Representative working at Eagle Strategies LLC in Salem, MA and has over 14 years of experience in the finance industry.
CRD# 6401139
Eagle Strategies LLC
CRD# 6371217
Integrated Wealth Concepts LLC
CRD# 2570107
Abrams Financial Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dickinson Wealth Strategies, LLC | Salem, MA | Oct 2018 - Current | 5 |
| Eagle Strategies LLC | Salem, MA | Mar 2015 - Current | 9 |
| Nylife Securities LLC | Waltham, MA | Jun 2009 - Current | 14 |
| New York Life Ins Co | Waltham, MA | Mar 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
- MA
- TX
- VT
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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