Paul
Dickinson

Lincoln Investment

CRD#6060565
Investment Advisor
in Muskegon, MI

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About this Advisor

Paul Dickinson is a financial advisor based out of Muskegon, Michigan, who has 10 years in the industry. Dickinson is currently employed by Lincoln Investment. The advisor has gained experience at Edward Jones, Stay At Home Dad, Choice Schools Associates, Legend Equities Corporation, Legend Advisory Corporation and Lincoln Investment. Dickinson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Michigan. Lincoln Investment is a financial advisory company headquartered in Muskegon, Michigan. The investment advisory business has offices in 401 locations and a total of 1,272 financial advisors. It administers $13 billion in total assets among its 168,783 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 19 charitable organizations. Of its 168,783 customer accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. The firm performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on which service is offered. Fees billed by Lincoln Investment can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

318 Houston Ave.
Muskegon, MI 49441

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Lincoln Investment Brokerage Details

Total Assets Under Management

$12,981,125,729

MI Average: $15,833,994,310
Total Number of Employees

1,272

MI Average: 41
Total Number of Accounts

168,783

MI Average: 3,342
Average Account Size

$76,910

MI Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Paul Dickinson Work History

Paul has 10 years of experience.

2017 - Present (4 years)

Lincoln Investment

2014 - 2017 (3 years)

Legend Equities Corporation

2014 - 2019 (5 years)

Legend Advisory Corporation

2012 - 2013 (1 year)

Edward Jones

2012 - 2012 (< 1 year)

Stay At Home Dad

2010 - 2011 (1 year)

Choice Schools Associates

Disclosures

Paul Dickinson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Investment

Matthew Mullin
Getzville, NY
Melissa Desantis
Royal Oak, MI
Lisagrace Alsbury
Renton, WA
Nicholas Constantino
Getzville, NY
Christopher Willoughby
Palm Beach Gardens, FL
Esther Miller-Smith
Bethlehem, PA
H Robert Menear
Fairlawn, OH
Ronald Sala
Voorhees, NJ

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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