Unclaimed Profile

Dickinson Barksdale Phillips

PALLADIUM PARTNERS, LLC·NORFOLK, Virginia

Clean recordPALLADIUM PARTNERS, LLC

999 WATERSIDE DRIVE, NORFOLK, VA 23510-3320CRD# 500474Firm CRD# 145076

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dickinson Barksdale Phillips · NORFOLK, VA

Registration

CRD #500474 · PALLADIUM PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dickinson Barksdale Phillips is a registered financial advisor based in NORFOLK, Virginia, affiliated with PALLADIUM PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PALLADIUM PARTNERS, LLC

PALLADIUM REGISTERED INVESTMENT ADVISORS

AUM

$3.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PALLADIUM PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 500474

Firm CRD# 145076

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dickinson Barksdale Phillips offer?

Dickinson Barksdale Phillips specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORFOLK, Virginia for a consultation.

What are Dickinson Barksdale Phillips's credentials?

Dickinson Barksdale Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dickinson Barksdale Phillips located?

Dickinson Barksdale Phillips is based in NORFOLK, Virginia, working with PALLADIUM PARTNERS, LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.

How does Dickinson Barksdale Phillips charge for services?

Dickinson Barksdale Phillips's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PALLADIUM PARTNERS, LLC?

PALLADIUM PARTNERS, LLC has approximately 31 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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