TrueAdvisor
TrueAdvisor
TD
TD

Thomas John Dickson

Zevenbergen Capital Investments LLC
22 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Zevenbergen Capital Investments LLC
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
318 clients
Average Client Portfolio
$15.7M average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

Location

326 Admiral Way, Suite 200, Edmonds, WA, 98020-7261

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Zevenbergen Capital Investments LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Frontier Solutions, LLCBroker
February 2023 - November 2023 · 9 mos
Franklin Templeton Financial Services CORP.Broker
March 2007 - May 2013 · 6 yrs 2 mos
Templeton/franklin Investment Services,inc.Broker
April 1996 - March 2007 · 10 yrs 11 mos
Franklin/templeton Distributors, INC.Broker
April 1993 - April 1996 · 3 yrs
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.