Nadia
Dickinson
Kestra Private Wealth Services, LLC
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About this Advisor
Nadia Dickinson is a financial advisor based in Lancaster, California, working with Kestra Private Wealth Services, LLC. Nadia has previously held positions at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Kestra Investment Services, LLC, and Kestra Private Wealth Services, LLC. Nadia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Nadia is part of Kestra Private Wealth Services, LLC, which operates out of Lancaster, California. The firm has 42 offices and 158 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Private Wealth Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$7,299,740,131
158
21,652
$337,139
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Nadia Dickinson Work History
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Disclosures
Please visit the SEC profile of Nadia Dickinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Private Wealth Services, LLC
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