Lora Dixon (CRD# 6693214) is an Investment Advisor Representative working at Dewitt And Dunn Financial Services, LLC in Addison, TX and has over 7 years of experience in the finance industry.
CRD# 1492056
Fortune Wealth Management, LLC
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5959695
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dewitt & Dunn Financial Services LLC | Addison, TX | Jul 2020 - Current | 3 |
| Corecap Advisors, LLC | Southfield, MI | Oct 2016 - Current | 7 |
| Dewitt & Dunn | Addison, TX | Oct 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- TX
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$189,543
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
TX
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