Victoria Dixon (CRD# 7272577) is an Investment Advisor Representative working at Commonwealth Financial Network in Laguna Beach, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Commonwealth Financial Network | Waltham, ME | May 2020 - Current | 4 |
Allison Financial Group, Inc. | Laguna Beach, CA | May 2020 - Current | 4 |
Unemployed | Villa Park, CA | Aug 2019 - May 2020 | < 1 |
Anthropologie | Costa Mesa, CA | May 2019 - Aug 2019 | < 1 |
Loyola Marymount University | Marinia Del Rey, CA | Sep 2018 - Apr 2019 | < 1 |
Madewell | El Segundo, CA | Aug 2018 - Nov 2018 | < 1 |
Anthropologie | Costa Mesa, CA | May 2018 - Aug 2018 | < 1 |
Loyola Marymount University | Marina Del Rey, CA | Dec 2017 - Apr 2018 | < 1 |
Anthropologie | Costa Mesa, CA | May 2017 - Nov 2017 | < 1 |
Loyola Marymount University | Marina Del Rey, CA | Sep 2016 - Apr 2017 | < 1 |
Keno's | Anaheim Hills, CA | Jul 2014 - Aug 2016 | 2 |
Unemployed | Villa Park, CA | Jan 2010 - Dec 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- CA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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