David Dickman (CRD# 7145974) is an Investment Advisor Representative working at Rothschild Investment Corporation in Chicago, IL and has over 4 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rothschild Investment Corporation | Chicago, IL | Mar 2022 - Current | 2 |
| Jpmorgan Securities LLC | Northbrook, IL | Jul 2019 - Mar 2022 | 2 |
| Jpmorgan Chase Bank Na | Northbrook, IL | Jul 2019 - Mar 2022 | 2 |
| Unemployed | Indianapolis, IN | May 2019 - Jul 2019 | < 1 |
| Indiana University | Bloomington, IN | Aug 2015 - May 2019 | 3 |
| Phi Gamma Delta | Bloomington, IN | Jan 2018 - Dec 2018 | < 1 |
| J.p. Morgan | Chicago, IL | May 2018 - Aug 2018 | < 1 |
| Valeo Financial Advisors | Indianapolis, IN | May 2017 - Aug 2017 | < 1 |
| Usa Fireworks | Indianapolis, IN | Jun 2016 - Jul 2016 | < 1 |
| Cater Lee Probuild | Indianapolis, IN | May 2015 - Oct 2015 | < 1 |
| Unemployed | Indianapolis, IN | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2019 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- IL
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Total Assets Under Management2,002MILLIONS
-
Total Number of Accounts2,211ACCOUNTS
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Average Account Value$905,350
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI
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