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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
South Plains College 4 years, 10 months Jan 2015 - Present
Trinity Wealth Management 5 years, 8 months Mar 2014 - Present
Slaton Independent School District 2 years, 9 months Aug 2012 - May 2015
Texas Tech University 4 years, 9 months Aug 2011 - May 2016
Sanford-Fritch Independent School District 1 year Aug 2010 - Aug 2011
Securities America Inc. 7 months Aug 2009 - Mar 2010
Heritage Wealth Management 1 year, 6 months Feb 2008 - Aug 2009
Legacy Wealth Management 11 months Feb 2007 - Jan 2008

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Brent Dickerson

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Answers

Ask a financial questionAsk a question
How do I know how much of my donation is actually going to the mission of the charity?
Many people have listed charitynavigator.org and this is a great resource. There are others out there as well including guidestar.org, charitywatch.org (this one is a paid subscription, i think), and foundationcenter.org/ (this one will give you a lot of technical information and not necessarily the...  (more)
Answered Jun 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 6, 2017
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Jan 6, 2017
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Jan. 12, 2017
      • $2.1M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 4
        number of clients
      • $532.5K
        Estimated Average Account Balance Per Client

    Dickerson, Brent Douglas

    Last updated on Oct. 15, 2019
      • $50.0K
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1
        Accounts
      • $50.0K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements