Craig Dickson
Craig Dickson is a registered investment advisor at Gradient Wealth Management, based in Lewiston, ME, with 23 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.
Fee Estimator
Location
240 Russell Street, Lewiston, ME, 04240
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig owns several businesses, including Investment Executives Capital Advisory Group (securities and advisory business), Dickson Enterprises and Gonyea Enterprises (residential real estate rentals), and Investment Executives, Inc (insurance sales and taxes). He also works as a real estate agent for Better Homes & Gardens - The Masiello Group, and dedicates full-time hours to Investment Executives Capital Advisory Group, about 10-20% of his time to Investment Executives, Inc, and minimal time to the other ventures.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
Gradient Advisors, LLC
G.F. Investment Services, LLCBroker
Questar Capital CorporationBroker
New England SecuritiesBroker
Equity Services, INC.Broker
Pruco Securities, LLC.Broker
State Registrations7 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.
Exams
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