Ronald Dixon, financial advisor Bellaire TX
90 score

Ronald Dixon

CRD Number: 6145081
Current Firm: Chart Wealth Management, LLC

Ronald Dixon (CRD# 6145081) is an Investment Advisor Representative working at Chart Wealth Management, LLC in Bellaire, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Chart Wealth Management, LLC Bellaire, TX Sep 2017 - Current < 1
Sole Proprietor Bellaire, TX Nov 2015 - Current 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2015 - Sep 2017 1
Cambridge Investment Research, Inc. Fairfield, IA Nov 2015 - Sep 2017 1
Mml Investors Services LLC Addison, TX May 2014 - Nov 2015 1
Massmutual Life Insurance Co Addison, TX Oct 2012 - Nov 2015 3
Self Employed Nacogdoches, TX Jun 2011 - Sep 2012 1
Ram Industries Houston, TX Aug 2009 - Jun 2011 1
Self Employed Nacogdoches, TX Mar 2009 - Aug 2009 < 1
All Seasons Window And Door Longview, TX Apr 2007 - Mar 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Ronald L. Dixon
Phone Number: 281-809-0196
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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