James David Dickson
Investment adviser representative at Paul Winkler, Inc.
24 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Paul Winkler, Inc.May 2018 to now
- Hickman County SchoolsAug 2002 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 5 states (AL, AR, FL, TN, VA).
Paul Winkler, Inc.
$1.3BAssets managed
2,459Clients
10Advisers
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
- 7317113
- Firm CRD
- 119342