Wayne Freeman, financial advisor Lafayette CA

Wayne Freeman

CRD Number: 2179333
Current Firm: Dixon Financial Services

Wayne Freeman (CRD# 2179333) is an Investment Advisor Representative working at Dixon Financial Services in Lafayette, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Assante Capital Management San Jose, CA Aug 2001 - Current 22
Dixon Financial Services Inc. Lafayette, CA Dec 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
Contact Info for Wayne T. Freeman
Phone Number: 925-283-3104
Firm Website: http://dfsinc.com
Registered State(s):
  • CA
Current Firm Details
Dixon Financial Services
Firm's CRD Number: 107166
By the Numbers
  • Total Assets Under Management
    831
    MILLIONS
  • Total Number of Accounts
    313
    ACCOUNTS
  • Average Account Value
    $2,653,593
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, TX

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