BD
BD

Brian Howard Dick

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
6,662 clients
Average Client Portfolio
$288K average
Assets Under Management
$1.9B

Fee Structure

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Location

461 Main Street, Tewksbury, MA, 01876

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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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Other Business ActivitiesSells Insurance

Brian is a licensed insurance agent with Dick Insurance Agency.

Employment History
Current Registrations
The Fiduciary Alliance
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Dick Advisory Group
November 2024 - January 2025 · 2 mos
First Financial Advisors, LLC
May 2008 - June 2021 · 13 yrs 1 mo
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.