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Daniel Dickenson

Advisor at MWA Financial Services Inc.

Updated today
MWA Financial Services Inc. logo

Firm

MWA Financial Services Inc.

Location

Denton, TX 76201

Credentials

Series 63, Series 66

Industry experience

4 years

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

$25 to $5,000 for financial planning services

Percentage

0.25% - 1.50% annually (adviser managed accounts and third-party managed accounts)

Commissions

Commission-based fees on brokerage transactions including equity, bond, UIT, and REIT products; varies depending on investment product and transaction

Project-based

$25 to $300 per hour for financial planning services

Other

Account minimum: $50,000 Fee-only: Hourly fees from $25 to $300 per hour; Flat fees from $25 to $5,000 for financial planning services

Work history

MWA Financial Services Inc

2021 - Present (5 years)

Modern Woodmen of America

2021 - Present (5 years)

School

2020 - 2021 (1 year)

Embassy Suites by Hilton Denton Convention Center

2019 - 2020 (1 year)

School

2017 - 2019 (2 years)

Rudy's BBQ

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Parker E

Series 63, Series 65

Little Elm, TX

Fidelity

Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Wealth management

Zachary B

Series 66

Flower Mound, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management

Chris S

Series 63, Series 66

Justin, TX

Fidelity

Chris Seymour is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with a Wealth Management team to assist clients in working toward their wealth planning goals by creating tailored comprehensive plans that consider both current and future generations. Chris has been with Fidelity Investments since 2000, progressing through roles including Client Service Specialist from 2000 to 2007, Relationship Manager from 2007 to 2016, and Wealth Management Planning Consultant from 2016 to the present.

Wealth management

Donovan B

Series 66

Corinth, TX

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning Cash flow / budgeting Educators, Teachers, and Academics Newlywed/Engaged Young Families

Peter T

Series 66

Argyle, TX

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Military & Veterans Intergenerational Families Newlywed/Engaged

Sarah C

Series 63, Series 66

Lakewood Village, TX

Fidelity

Sarah Crumpler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been working in the financial services industry for over twelve years, focusing on helping individuals and families plan for their retirement goals and financial future. Sarah approaches every client interaction as an opportunity to build trust and demonstrate her integrity. Her professional experience at Fidelity Investments includes roles as Senior Relationship Manager and Relationship Manager at the Plano Investor Center, Financial Representative, and Inside Sales Representative in Fidelity Institutional Asset Management. She has held her current position since 2019. Outside of her professional work, Sarah enjoys cooking and baking, participating in family activities, gardening, watching movies, spending time with pets, and volunteering.

Retirement income strategy General retirement planning Equity Recipients (RS/RSU, SOP, ESPP) Liquidity event planning Stock option exercise strategy
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