John Dickson
John Dickson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charleston, SC, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
850 Morrison Dr, Suite 900, Charleston, SC, 29403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a licensed bank associate for Pinnacle Asset Management, spending minimal time on this non-investment related role. He also works as a financial advisor for Pinnacle Financial Partners, dedicating about a quarter to about half of his time to this investment-related role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Asset Management, INC.
Cco Investment Services CORP.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations1 state
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