Who We Are Dickinson Regulatory Alliance LLC ("DRA") is a professional consulting firm offering regulatory compliance, expert witness, and practice management services to financial industry professionals. Magnus Advisory Group LLC ("Magnus") is dedicated to two complimentary propositions: First, investment advice and financial planning are best delivered by independent fee-only advisors. Second, our associated investment advisers and their clients are best served by a firm that focuses on uncompromising standards of fiduciary care and compliance excellence. Our senior staff members have over 40 years of combined hands-on-experience in dealing with all facets of the investment advisory business. We are the Investment Advisor Specialists. Principals Beth Dickinson, President of DRA, has worked in the financial services industry for more than 19 years and has specialized experience in licensing, registration and compliance. Beth has worked for a nationally known financial services firm in Minnesota, a Michigan investment advisory firm and mutual fund manager, and compliance consulting firms in California, Minnesota and Michigan. In addition to working with independent clients, DRA coordinates the delivery of compliance services with broker/dealers, custodians, attorneys and consulting firms nationwide. You can count on Beth to deliver compliance services in a refreshingly personal manner and she truly enjoys working with a varied menu of clients. Beth is also an expert witness and professional speaker. David Dickinson, President of Magnus, has over twenty years of experience in many facets of the financial services industry. David has worked for large brokerage and insurance firms, was one of the "early adopters" in the independent investment advisory business, advised a mutual fund, has been a practice management consultant and sub-advisor for other investment advisors, and has broad experience in regulatory compliance and back office and operational issues for investment advisory firms. You can rely on David to deliver expert professional advice in a friendly and straightforward manner. Especially rewarding for both Beth and David, is helping those new to the RIA industry get a successful business off the ground. Beth and David live in a former golf course clubhouse in Northport, Michigan. They are the parents of four wonderful sons and enjoy playing tennis. |