Rhonda Dickson
Rhonda Dickson is a registered investment advisor at Truist Advisory Services, INC., based in Richmond, VA, with 29 years of industry experience. Rhonda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
Richmond, VA
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Regulatory History
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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Rhonda teaches line dancing at a local community center and plans to operate a dance studio/event space. She also serves as a board member for a non-profit organization and assists her husband with the financial aspects of his construction business, dedicating minimal time to the non-profit and a few hours per week to the contracting business, while the dance studio takes about two-thirds of her time.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities Financial Network, LLCBroker
First Union Securities, INC.Broker
Terra Securities CorporationBroker
Capital Brokerage CorporationBroker
Pruco Securities CorporationBroker
Scott & Stringfellow, INC.Broker
State Registrations2 states
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.