Todd Marshall Dickinson
Investment adviser representative at Victory Financial
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Victory FinancialSep 2025 to now
- Victory Financial GroupSep 2025 to now
- Crux Wealth AdvisorsMay 2022 to Sep 2025
- Raymond James Financial Services Advisors, Inc.Oct 2020 to Sep 2025
- Raymond James Financial Services, Inc.Oct 2020 to Sep 2025
- Edward JonesAug 2016 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
Victory Financial
Legal name: Victory Financial Group LLC
$1.3BAssets managed
3,003Clients
56Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2499452
- Firm CRD
- 324943