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Advisors / Texas / Houston
26yrs

Patrick Dickson

Financial advisor at Park Avenue Securities

Based in Houston, Texas, Patrick Dickson is a fiduciary financial advisor with 26 years of industry experience. Patrick has been with Park Avenue Securities since 2011; before that, Patrick spent a year at MML Investors Services and a year at Investment Professionals. Park Avenue Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.

One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.

Houston, TX 77056Top 22% by experience in TexasFiduciary advisor

At a glance

Experience26 years (since 2000)
How that compares ?Top 22% by experience in Texas
Office3040 Post Oak Blvd Suite 1150, Houston, TX 77056
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state

Services through Park Avenue Securities

Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2011 – now
  2. Jul 2010 – Jul 2011
  3. Sep 2009 – Jul 2010
    Investment Professionals, Inc.Previously
  4. 2000 – 2009

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Patrick

How do I contact Patrick?

Call Park Avenue Securities at (888) 600-4667 and ask for Patrick Dickson. Patrick works from the Houston, TX office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2000, about 26 years. Top 22% by experience in Texas.

What licenses does Patrick hold?

Series 66. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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