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Advisors / Virginia / Norfolk
20yrs

Thomas Dickson

Financial advisor at UBS Financial Services

Thomas Dickson has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Norfolk, Virginia. Thomas has been with UBS Financial Services since 2019; before that, Thomas spent eight years at Merrill and four years at Edward Jones. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 264 advisors with offices in Norfolk, and one of 245 fiduciaries.

Norfolk, VA 23510Fiduciary advisor

At a glance

Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
OfficeWells Fargo Center/ 440 Monticello Avenue Suite 2000, Norfolk, VA 23510
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state

Services through UBS Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational 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. 2019 – now
  2. 2010 – 2019
    MerrillPreviously
  3. 2006 – 2010
    Edward JonesPreviously

Questions to ask Thomas

Tailored to Thomas’s registration and firm.

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

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Thomas

How do I contact Thomas?

Call UBS Financial Services at (201) 352-3000 and ask for Thomas Dickson. Thomas works from the Norfolk, VA office.

How long has Thomas been a financial advisor?

Thomas has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.

What licenses does Thomas hold?

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

Is Thomas a fiduciary?

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

How is Thomas paid?

UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Thomas 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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