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Daniel Lucas Dickerson

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
806 clients
Average Client Portfolio
$162K average
Assets Under Management
$130.7M

Fee Structure

Minimum Investment:$200K
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Location

2201 Washington Ave, Ste 2, Conway, AR, 72032

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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

Daniel is involved in food and beverage distribution, dedicating a few hours per week. He also owns Dickerson Insurance and Financial Services DBA, where he sells property, casualty, life, disability, and fixed annuity insurance products, spending about a quarter of his time on this.

Employment History
Current Registrations
Trutoro
June 2018 - Present · 7 yrs 8 mos
TrutoroBroker
June 2018 - Present · 7 yrs 8 mos
Trutoro
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Allstate Financial Advisors, LLC
June 2015 - June 2018 · 3 yrs
Allstate Financial Services, LLCBroker
June 2015 - June 2018 · 3 yrs
Northwestern Mutual Investment Services,llc
March 2015 - June 2015 · 3 mos
Northwestern Mutual Investment Services, LLCBroker
March 2011 - June 2015 · 4 yrs 3 mos
Prudential Securities IncorporatedBroker
January 1998 - February 1999 · 1 yr 1 mo
State Registrations3 states
ARMSTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daniel Lucas Dickerson - Financial Advisor | TrueAdvisor