Dudley
Vickers

Mutual Of Omaha Investor Services, Inc

CRD#2501348
Investment Advisor
in Bryan, TX

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About this Advisor

Dudley Vickers is a financial advisor based in Bryan, Texas, working with Mutual Of Omaha Investor Services, Inc. Dudley has previously held positions at Mutual Of Omaha Investor Services, Inc and Mutual/United Of Omaha Insurance Company. Dudley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Dudley is part of Mutual Of Omaha Investor Services, Inc, which operates out of Bryan, Texas. The firm has 91 offices and 285 employees. The firm manages assets totaling $15.5 million 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, and selection of other advisers. The fee structure at Mutual Of Omaha Investor Services, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1737 Briarcrest Dr. Suite 12
Bryan, TX 77802

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$15,498,267

TX Average: $1,978,216,465
Total Number of Employees

285

TX Average: 226
Total Number of Accounts

74

TX Average: 7,467
Average Account Size

$209,436

TX Average: $264,928

Investment Advisory Services

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

Dudley Vickers Work History

1970 - Present (54 years)

Mutual Of Omaha Investor Services, Inc

1970 - Present (54 years)

Mutual/United Of Omaha Insurance Company

Disclosures

Please visit the SEC profile of Dudley Vickers 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 Mutual Of Omaha Investor Services, Inc

Michael Eicher
Harrisburg, PA
Matthew Haffemann
Waukesha, WI
Jeffrey Boe
Englewood, CO
Ledawn Gries
Omaha, NE
Louis Lizza
Phoenix, AZ
Zachary Sippl
La Crosse, WI
Calen Griffin
Omaha, NE
Suhey Rios Perez
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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