Todd Dickinson is a registered investment advisor at Victory Financial, based in Austin, TX, with 28 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,937 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Victory Financial Group offers investment management and wealth management services for an annual fee based on the amount of your portfolio. This fee varies between 0.50% and 1.50%, depending on the size and composition of your portfolio, and the type and amount of services rendered. The investment advisor representatives determine the fee charged to the client, so clients can pay a higher fee than another representative would charge under similar circumstances. If a third-party independent manager is engaged for the management of your assets, this fee shall be inclusive of any third-party independent management fees. Clients for whom Victory manages held-away assets through their third-party platform shall be charged up to an additional 0.30% platform fee.
Location
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX, 78730
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2002Other Business Activities
Todd works as an independent contractor and financial advisor for Crux Wealth Advisors. This takes about half of his time, including during trading hours.
Employment History
Current Registrations
Victory Financial
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Edward JonesBroker
Edward Jones
Eaton Vance Management
Eaton Vance Distributors, INC.Broker
Franklin/templeton Distributors, INC.Broker
Comerica SecuritiesBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.