Marques Dickson, Cfp®
About Marques Dickson, Cfp®
Marques Dickson, CFP®, is a Senior Financial Advisor and Vice President at City National Securities, Inc., where he has worked since 2020. He specializes in investment strategies and wealth management for high-net-worth families and collaborates with legal and financial professionals to meet client needs.
Work at City National Bank
Marques Dickson serves as a Senior Financial Advisor and Vice President at City National Securities, Inc. since 2020. He is based in Los Angeles, California, where he has developed a reputation for fostering close relationships with clients. His role involves collaborating with attorneys and CPAs to address personal financial needs and business development.
Previous Experience at Wells Fargo Advisors
Prior to his current position, Marques Dickson worked as a Financial Advisor at Wells Fargo Advisors from 2015 to 2020. During this five-year tenure in Los Angeles, he gained extensive experience in the financial advisory sector, focusing on client relationship management and investment strategies.
Educational Background
Marques Dickson holds a double major in Business Finance, Real Estate & Law, and English Literature & Language from California State Polytechnic University-Pomona, where he earned both a Bachelor of Science and a Bachelor of Arts from 2006 to 2012. He also completed a Personal Financial Planning Certificate at UCLA Extension from 2013 to 2015.
Specialization and Services Offered
Marques specializes in providing tailored investment strategies, liquidity solutions, and unique retirement planning. He focuses on exit strategies, including wealth transfer for highly successful families and their businesses. His expertise allows him to address complex financial needs effectively.
Licenses and Certifications
Marques Dickson holds a California Insurance Producer License, number 0K59891. This certification enables him to offer a range of financial services across multiple states, including Arizona, California, Colorado, and several others.