Derek Dickens

Advisor at Edward Jones

Updated today

Location

Ozark, AL 36360

Credentials

Series 63, Series 66

Industry experience

19 years

About

Derek Dickens is a financial advisor with Edward Jones in Ozark, AL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as president of the Ozark Chamber of Commerce, president-elect of the Ozark Rotary Club, and as a reserve deputy with the Dale County Sheriff Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Business succession planning Multi-generational wealth transfer Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families Religious/faith focused

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

129 S Court Square

Ozark, AL 36360

Most active in

Alabama · Texas

Work history

Edward Jones

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael T

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Christine M

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Enterprise, AL

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Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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