Peter DixonCRD Number: 3083659
Current Firm: Waypoint Wealth Management
Peter Dixon (CRD# 3083659) is an Investment Advisor Representative working at Waypoint Wealth Management in Lutherville-Timonium, MD and has over 19 years of experience in the finance industry. Peter Dixon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thrivent Investment Management Inc.
Abel Financial Management Company
Mml Investors Services, LLC
|Waypoint Wealth Management||Timonium, MD||Jan 2019 - Current||3|
|Waypoint Wealth Management||Timonium, MD||Oct 2016 - Dec 2018||2|
|Waypoint Wealth Management||Timonium, MD||Sep 2015 - Oct 2016||1|
|Commonwealth Financial Network||Waltham, MA||Apr 2009 - Sep 2015||6|
|Financial Council Inc.||Towson, MD||Dec 1999 - Sep 2015||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2004|
|S65||NASAA Investment Advisors Law Examination||May 2003|
Total Assets Under Management191MILLIONS
Total Number of Accounts508ACCOUNTS
Average Account Value$376,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, MD, PA
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