Mark
Dickman
Independent Financial Partners
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About this Advisor
Mark Dickman is a financial advisor based in Ft Mitchell, Kentucky with 4 years of relevant experience. Dickman is currently employed by Independent Financial Partners. During their career, the advisor has held roles at Lpl Financial, LLC, Independent Financial Partners, Independent Advisor Alliance and Ifp Securities, LLC. Dickman holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in California, Florida, Kentucky and Ohio. Independent Financial Partners is a registered investment company operating out of Tampa, FL. The investment advisory business has offices in 155 locations and a total of 273 employees. It oversees $9 billion in assets among its 34,487 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 85 charities and foundations. Of its 34,487 client accounts, just 13% are held by high-net-worth clients who have at least $1 million in assets. The firm provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules largely depend on the type of services offered. However, fee types charged by Independent Financial Partners may include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$8,915,756,449
273
34,487
$258,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Mark Dickman Work History
Mark has been registered as a financial advisor for 4 years.*
Independent Financial Partners
Ifp Securities, LLC
Independent Advisor Alliance
Independent Financial Partners
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Dickman 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 Independent Financial Partners
Ocala, FL
Cleveland, OH
Milwaukee, WI
Tampa, FL
Clive, IA
Florence, KY
Miami, FL
Edmond, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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