Paul Dickinson is a registered investment advisor, based in Muskegon, MI, with 13 years of industry experience.
Location
318 Houston Ave, Muskegon, MI, 49441
Get directionsHistory
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
Paul is an advisory representative of a registered investment advisor (RIA) and an investment advisor representative (IAR) doing business as Ohana Wealth Advisory. He also works as an independent insurance agent for various independent insurance companies, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Lincoln Investment
Lincoln InvestmentBroker
Legend Advisory, LLC
Legend Equities CorporationBroker
Edward Jones
Edward JonesBroker
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.